Filed December 26, 1991
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 |
|---|---|---|
TPG FINANCIAL ADVISORS, LLC1+ years Service code 27 11740 SW 68TH PKWY SUITE 200 · PORTLAND, OR 97223 | Advisory (Plan) | $27,188 |
NORTHWEST RETIREMENT PLANS, INC.1+ years Service code 13 | Contract Administrator | $10,875 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD, CO 80111 | Recordkeeping Fees | $9,438 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,480 |
NORTHWEST RETIREMENT PLANS, INC.1+ years Filed as: NORTHWEST RETIREMENT PLANS, INC Service code 13 3235 HILLCREST PARK DRIVE STE 100 · MEDFORD, OR 97504 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $36,728 | $37,117-1.0% | $147,617-75.1% | $55,191-33.5% |
| Participation rate | 64.6% | 63.6%+1.0pp | 84.6%-20.0pp | 69.2%-4.6pp |
| Annual return | 0.58% | 3.44%-2.9pp | 61.98%-61.4pp | 10.78%-10.2pp |
| Employer contribution / active EE | $649 | $1,620-59.9% | $5,564-88.3% | $1,899-65.8% |
| Participant deferral / active EE | $1,592 | $1,985-19.8% | $4,895-67.5% | $3,046-47.7% |
| Admin fee / account holder | $45 | $86-47.8% | $11,612-99.6% | $91-50.8% |