Filed June 7, 2014 (most recent of 5 filings on file)
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.3+ years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $72,488 |
DESCHUTES INVESTMENT CONSULTING3+ years Filed as: DESCHUTES INVESTMENT ADVISORS Service code 27 · EIN 87-0554544 | Advisory (Plan) | $46,298 |
TD AMERITRADE, INC.3+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 19 · EIN 20-0937408 | Securities Custodian | $21,802 |
MOSS ADAMS LLP2 years Filed as: MOSS ADAMS Service code 10 99 THIRD AVENUE, SUITE 2800 · SEATTLE, WA 98104 | Accounting | $8,678 |
HERSHNER HUNTER LLP1 year Service code 16 180 E. 11TH AVENUE · EUGENE, OR 97401 | Consulting | $5,508 |
Filed as: CHARLES SCHWAB & CO. INC. Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $53,847 | $75,284-28.5% | $91,004-40.8% | $69,631-22.7% |
| Participation rate | 75.1% | 80.4%-5.3pp | 75.6%-0.5pp | 70.7%+4.4pp |
| Annual return | 16.56% | 48.40%-31.8pp | 4.60%+12.0pp | 27571.02%-27554.5pp |
| Employer contribution / active EE | $0 | $2,473-100.0% | $2,456-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $2,976 | $3,700-19.6% | $3,548-16.1% | $3,224-7.7% |
| Admin fee / account holder | $199 | $111+79.7% | $5,417-96.3% | $110+79.9% |