Filed May 15, 2012
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 |
|---|---|---|
RVK, INC.1 year Filed as: R V KUHNS ASSOCIATES INC Service code 16 PO BOX 3460 · PORTLAND, OR 97208 | Consulting | $20,000 |
T ROWE PRICE RPS INC2+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $19,325 |
GRANT THORNTON LLP2+ years Service code 10 33562 TREASURY CENTER · CHICAGO, IL 60694 | Accounting | $16,396 |
SOOFI LAW OFFICE2+ years Service code 29 10260 SW GREENBURG ROAD · PORTLAND, OR 97223 | Legal | $9,870 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $33,347 | $80,211-58.4% | $74,184-55.0% | $63,975-47.9% |
| Participation rate | 64.4% | 84.2%-19.8pp | 76.6%-12.3pp | 71.1%-6.8pp |
| Annual return | 6.70% | 14.13%-7.4pp | 17.74%-11.0pp | 48.65%-42.0pp |
| Employer contribution / active EE | $1,137 | $2,553-55.5% | $2,370-52.0% | $2,182-47.9% |
| Participant deferral / active EE | $2,061 | $4,370-52.8% | $3,550-41.9% | $3,356-38.6% |
| Admin fee / account holder | $55 | $67-18.4% | $5,586-99.0% | $70-22.1% |