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.9+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $29,570 |
Filed as: ALDRICH CPAS AND ADVISORS, LLP Service code 10 · EIN 93-0623286 | Accounting | $15,000 |
DESCHUTES INVESTMENT CONSULTING9+ years Filed as: DESCHUTES INVESTMENT ADVISORS Service code 27 · EIN 87-0554544 | Advisory (Plan) | $14,509 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $2,910 |
CHARLES SCHWAB & CO., INC.9+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,932 | $68,346-43.0% | $94,646-58.9% | $75,163-48.2% |
| Participation rate | 54.3% | 76.1%-21.8pp | 80.8%-26.5pp | 67.2%-12.8pp |
| Annual return | 14.63% | 616.93%-602.3pp | 156.71%-142.1pp | 160.62%-146.0pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,672-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,383 | $6,537-63.6% | $7,418-67.9% | $4,125-42.2% |
| Admin fee / account holder | $564 | $5,326-89.4% | $7,231-92.2% | $5,651-90.0% |