Filed March 8, 2017 (most recent of 4 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,744,709 |
MULTNOMAH GROUP5 years Service code 27 · EIN 20-0361079 | Advisory (Plan) | $75,000 |
DELOITTE & TOUCHE LLP5 years Service code 10 · EIN 13-3891517 | Accounting | $70,534 |
STOEL RIVES LLP6+ years Service code 29 · EIN 93-0408771 | Legal | $50,244 |
MILLIMAN, INC.5 years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $8,762 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,161 | $164,350-39.1% | $95,968+4.4% | $106,273-5.8% |
| Participation rate | 88.0% | 90.5%-2.4pp | 77.1%+10.9pp | 70.8%+17.2pp |
| Annual return | 21.15% | 14.56%+6.6pp | 91.65%-70.5pp | 21.70%-0.5pp |
| Employer contribution / active EE | $2,709 | $4,292-36.9% | $2,542+6.6% | $2,722-0.5% |
| Participant deferral / active EE | $5,295 | $7,854-32.6% | $4,167+27.1% | $4,601+15.1% |
| Admin fee / account holder | $85 | $65+30.2% | $6,798-98.7% | $78+8.8% |