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, LLC4 years Filed as: TPG FINANCIAL ADVISORS LLC Service code 28 · EIN 20-5282002 11740 SW 68TH PKWY SUITE 200 · PORTLAND, OR 97723 | Investment Management | $25,554 |
Filed as: LEADING RETIREMENT SOLUTIONS LLC Service code 13 | Contract Administrator | $21,667 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 27 · EIN 84-1532243 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Advisory (Plan) | $8,193 |
Service code 64 · EIN 84-0467907 38515 EAST ORCHARD ROAD · GREENWOOD, CA 80111 | Recordkeeping Fees | $0 |
Service code 13 · EIN 45-1200308 2226 EASTLAKE AVE E #88 · SEATTLE, WA 98102 | Contract Administrator | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,462 | $56,485-35.4% | $185,823-80.4% | $86,799-58.0% |
| Participation rate | 82.3% | 65.5%+16.8pp | 81.7%+0.6pp | 72.3%+10.0pp |
| Annual return | 11.96% | 118.04%-106.1pp | 122.05%-110.1pp | 97.91%-85.9pp |
| Employer contribution / active EE | $1,153 | $1,843-37.5% | $5,167-77.7% | $2,405-52.1% |
| Participant deferral / active EE | $2,334 | $2,553-8.6% | $5,568-58.1% | $4,131-43.5% |
| Admin fee / account holder | $54 | $150-64.2% | $16,237-99.7% | $170-68.4% |