Filed May 8, 2006 (most recent of 2 filings on file)
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 |
|---|---|---|
MULTNOMAH GROUP9+ years Filed as: MULTNOMAH GROUP, INC Service code 16 · EIN 20-0361079 | Consulting | $96,250 |
KILPATRICK TOWNSEND2 years Filed as: KILPATRICK TOWNSEND & STOCKTON LLP Service code 29 · EIN 58-0511774 | Legal | $33,057 |
WILLIS TOWERS WATSON US LLC9+ years Filed as: TOWERS WATSON DELAWARE INC. Service code 16 · EIN 53-0181291 | Consulting | $28,079 |
TIAA9+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $6,171 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $163,435 | $107,415+52.2% | $135,998+20.2% | $80,187+103.8% |
| Participation rate | 100.0% | 78.0%+22.0pp | 81.9%+18.1pp | 72.9%+27.1pp |
| Annual return | 13.86% | 91.99%-78.1pp | 68.37%-54.5pp | 40.40%-26.5pp |
| Employer contribution / active EE | $6,110 | $3,878+57.5% | $4,860+25.7% | $2,980+105.1% |
| Participant deferral / active EE | $1,787 | $8,189-78.2% | $7,761-77.0% | $5,016-64.4% |
| Admin fee / account holder | $31 | $127-75.3% | $10,769-99.7% | $145-78.4% |