Filed January 1, 2015 (most recent of 3 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 |
|---|---|---|
RVK, INC.3+ years Filed as: RVK Service code 27 · EIN 93-0910652 111 SW NAITO PARKWAY · PORTLAND, OR 97204 | Advisory (Plan) | $31,876 |
INDEPENDENT ACTUARIES, INC.3+ years Filed as: INDEPENDENT ACTUARIES, INC Service code 11 · EIN 36-4561119 4500 KRUSE WAY · LAKE OSWEGO, OR 97035 | Actuarial | $29,547 |
MOSS ADAMS LLP3+ years Service code 10 · EIN 91-0189318 | Accounting | $13,000 |
US BANK3+ years Service code 21 · EIN 41-0255900 | Bank Trustee | $12,974 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $36,166-100.0% | $107,664-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 6.7%-6.7pp | 10.0%-10.0pp | 11.3%-11.3pp |
| Annual return | 15.29% | 10.39%+4.9pp | 337.46%-322.2pp | 10.41%+4.9pp |
| Employer contribution / active EE | $1,344 | $10,969-87.7% | $20,191-93.3% | $14,691-90.9% |
| Participant deferral / active EE | $0 | $108-100.0% | $30-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $439-100.0% | $1,663-100.0% | $2,646-100.0% |