Filed April 25, 1996
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 |
|---|---|---|
DESCHUTES INVESTMENT CONSULTING2+ years Filed as: DESCHUTES PORTFOLIO STRATEGIES Service code 26 · EIN 27-5035231 | Advisory (Participants) | $55,003 |
HEINTZBERGER PAYNE1 year Filed as: HEINTZBERGER PAYNE & COMPANY, LLC Service code 13 · EIN 20-8835556 | Contract Administrator | $45,291 |
EPIC RETIREMENT PLAN SERVICES2+ years Filed as: THE RETIREMENT PLAN COMPANY Service code 51 · EIN 38-3712991 | Investment Mgmt Fees | $21,569 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $7,490 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $17,496 | $22,291-21.5% | $69,182-74.7% | $63,975-72.7% |
| Participation rate | 42.8% | 35.3%+7.6pp | 55.1%-12.3pp | 71.1%-28.3pp |
| Annual return | 11.30% | 9.30%+2.0pp | -21.93%+33.2pp | 48.65%-37.3pp |
| Employer contribution / active EE | $101 | $325-68.8% | $1,206-91.6% | $2,182-95.4% |
| Participant deferral / active EE | $839 | $808+3.9% | $1,897-55.7% | $3,356-75.0% |
| Admin fee / account holder | $114 | $73+56.3% | $2,697-95.8% | $70+62.1% |