Filed November 22, 2000
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 |
|---|---|---|
PIONEER5 years Filed as: PIONEER TRUST BANK, NA Service code 21 109 COMMERCIAL ST NE · SALEM, OR 97301 | Bank Trustee | $20,986 |
GROVE MUELLER & SWANK PC4 years Filed as: GROVE MUELLER & SWANK, P.C. Service code 10 475 COTTAGE STREET NE, SUITE 200 · SALEM, OR 97301 | Accounting | $17,000 |
DAVID DOUGHERTY LLC5 years Service code 11 480 KALEETAN PL NE · BAINBRIDGE ISLAND, WA 98110 | Actuarial | $8,462 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $39,669-100.0% | $329,695-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 26.5%-26.5pp | 43.4%-43.4pp | 11.0%-11.0pp |
| Annual return | 10.18% | 8.12%+2.1pp | 9.82%+0.4pp | 8.21%+2.0pp |
| Employer contribution / active EE | $223 | $16,766-98.7% | $30,322-99.3% | $13,841-98.4% |
| Participant deferral / active EE | $0 | $33-100.0% | $66-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $435-100.0% | $53,840-100.0% | $1,652-100.0% |