Filed June 16, 2005
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.2+ years Filed as: MILLIMAN INC. Service code 15 · EIN 91-0675641 | Recordkeeping | $38,126 |
DESCHUTES INVESTMENT CONSULTING2+ years Filed as: DESCHUTES INVESTMENT ADVISORS Service code 27 · EIN 87-0554544 | Advisory (Plan) | $29,877 |
AKT LLP2+ years Filed as: AKT, LLP Service code 10 · EIN 93-0623286 | Accounting | $10,040 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $3,318 |
CHARLES SCHWAB & CO., INC.2+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,108 | $51,244-25.6% | $80,977-52.9% | $55,167-30.9% |
| Participation rate | 80.9% | 71.7%+9.2pp | 75.8%+5.1pp | 69.0%+11.9pp |
| Annual return | 8.11% | 17.39%-9.3pp | 17.11%-9.0pp | 169.23%-161.1pp |
| Employer contribution / active EE | $0 | $1,770-100.0% | $3,715-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,576 | $4,418-64.3% | $5,696-72.3% | $3,054-48.4% |
| Admin fee / account holder | $335 | $398-15.9% | $5,517-93.9% | $504-33.6% |