Filed January 4, 2022 (most recent of 3 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.4+ years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $289,347 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB BANK Service code 18 · EIN 42-1558009 | Trustee (bank, trust company, or simi... | $62,193 |
MULTNOMAH GROUP1 year Filed as: MULTNOMAH INVESTMENT GROUP Service code 27 111 SW FIFTH AVENUE SUITE 4000 · PORTLAND, OR 97204 | Advisory (Plan) | $48,375 |
PERKINS & CO2 years Service code 27 1211 SW FIFTH AVENUE SUITE 1000 · PORTLAND, OR 97204 | Advisory (Plan) | $17,820 |
CHARLES SCHWAB & CO., INC.4+ years Service code 25 · EIN 94-1737782 | Directed Trustee | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $70,509 | $64,311+9.6% | $110,243-36.0% | $75,289-6.3% |
| Participation rate | 61.8% | 79.3%-17.5pp | 79.8%-18.0pp | 72.4%-10.6pp |
| Annual return | -5.83% | -1.74%-4.1pp | 314.76%-320.6pp | -0.04%-5.8pp |
| Employer contribution / active EE | $2,543 | $2,404+5.8% | $3,827-33.5% | $2,405+5.7% |
| Participant deferral / active EE | $4,499 | $3,892+15.6% | $4,672-3.7% | $3,739+20.3% |
| Admin fee / account holder | $119 | $88+35.3% | $8,548-98.6% | $102+15.9% |