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.6 years Filed as: R. V. KUHNS & ASSOCIATES INC Service code 16 PO BOX 3460 · PORTLAND, OR 97208 | Consulting | $26,018 |
T ROWE PRICE RPS INC9+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $22,078 |
SOOFI LAW OFFICE9+ years Service code 29 10260 SW GREENBURG ROAD · PORTLAND, OR 97223 | Legal | $18,495 |
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 | $46,291 | $104,544-55.7% | $96,534-52.0% | $80,157-42.3% |
| Participation rate | 82.1% | 86.4%-4.2pp | 76.0%+6.1pp | 72.9%+9.2pp |
| Annual return | 24.18% | 21.79%+2.4pp | 25.88%-1.7pp | 40.39%-16.2pp |
| Employer contribution / active EE | $2,300 | $3,527-34.8% | $2,965-22.4% | $2,977-22.8% |
| Participant deferral / active EE | $3,919 | $6,170-36.5% | $4,851-19.2% | $5,015-21.9% |
| Admin fee / account holder | $47 | $107-56.3% | $8,253-99.4% | $145-67.8% |