Filed February 13, 2014
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.
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 |
|---|---|---|
SLOY DAHL & HOLST8 years Filed as: SLOY DAHL & HOLST, INC. Service code 26 · EIN 93-0989022 829 N.W. 19TH AVE · PORTLAND, OR 97209 | Advisory (Participants) | $71,614 |
DEFINITI LLC2 years Filed as: DEFINITI, LLC Service code 15 · EIN 85-0833363 | Recordkeeping | $37,484 |
HOFFMAN, STEWART AND SCHMIDT, P.C.10+ years Service code 10 · EIN 90-0743240 3 CENTERPOINT DRIVE SUITE 300 · LAKE OSWEGO, OR 97035 | Accounting | $18,201 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,891 | $80,763-27.1% | $102,412-42.5% | $74,459-20.9% |
| Participation rate | 76.6% | 65.7%+11.0pp | 74.5%+2.1pp | 67.2%+9.4pp |
| Annual return | 17.57% | 27.57%-10.0pp | 24.94%-7.4pp | 1369.70%-1352.1pp |
| Employer contribution / active EE | $924 | $3,160-70.7% | $3,870-76.1% | $2,626-64.8% |
| Participant deferral / active EE | $4,893 | $3,862+26.7% | $5,060-3.3% | $4,350+12.5% |
| Admin fee / account holder | $528 | $2,371-77.7% | $8,388-93.7% | $1,945-72.8% |