Filed January 4, 2022 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.3+ years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $238,674 |
MULTNOMAH GROUP1 year Filed as: MULTNOMAH GROUP, INC. Service code 27 111 SW 5TH AVENUE, SUITE 4000 · PORTLAND, OR 97204 | Advisory (Plan) | $65,375 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB BANK Service code 18 · EIN 42-1558009 | Trustee (directed); Shareholder servi... | $62,419 |
PERKINS & CO1 year Service code 27 1211 SW FIFTH AVENUE, SUITE 1000 · PORTLAND, OR 972043710 | Advisory (Plan) | $14,977 |
Filed as: SIGMA INVESTMENT MANAGEMENT COMPANY Service code 27 · EIN 93-1092508 | Advisory (Plan) | $10,000 |
CHARLES SCHWAB & CO., INC.3+ 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $74,476 | $67,228+10.8% | $117,861-36.8% | $77,958-4.5% |
| Participation rate | 46.6% | 79.4%-32.8pp | 79.7%-33.1pp | 71.6%-25.0pp |
| Annual return | 17.73% | 19.13%-1.4pp | 335.11%-317.4pp | 20.87%-3.1pp |
| Employer contribution / active EE | $1,754 | $2,211-20.6% | $3,786-53.7% | $2,310-24.1% |
| Participant deferral / active EE | $3,097 | $3,653-15.2% | $4,482-30.9% | $3,537-12.4% |
| Admin fee / account holder | $134 | $76+76.7% | $8,021-98.3% | $97+37.6% |