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 |
|---|---|---|
PIONEER1 year Filed as: PIONEER TRUST BANK, NA Service code 21 109 COMMERCIAL ST NE · SALEM, OR 97301 | Bank Trustee | $14,246 |
DAVID DOUGHERTY LLC1 year Service code 11 480 KALEETAN PL NE · BAINBRIDGE ISLAND, WA 98110 | Actuarial | $11,750 |
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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $0 | $68,025-100.0% | $220,428-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 38.3%-38.3pp | 43.5%-43.5pp | 13.5%-13.5pp |
| Annual return | 9.45% | 9.03%+0.4pp | 90.61%-81.2pp | 9.29%+0.2pp |
| Employer contribution / active EE | $5,252 | $14,065-62.7% | $32,730-84.0% | $15,168-65.4% |
| Participant deferral / active EE | $0 | $19-100.0% | $40-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $1,029-100.0% | $12,805-100.0% | $2,037-100.0% |