Filed September 22, 2021 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Recordkeeping fees; Shareholder servi... | $367,780 |
MULTNOMAH GROUP1+ years Service code 16 · EIN 20-0361079 | Consulting | $34,500 |
MOSS ADAMS LLP1+ years Filed as: MOSS ADAMS Service code 10 · EIN 91-0189318 | Accounting | $24,538 |
PATHWAYS ADVISORY GROUP INC1+ years Service code 16 · EIN 20-8811410 | Consulting | $5,717 |
CHARLES SCHWAB & CO., INC.1+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $1,121 |
UNUM LIFE INS. CO. OF AMERICA1+ years Filed as: UNUM LIFE INSURANCE CO. OF AMERICA Service code 15 · EIN 01-0278678 | Recordkeeping | $100 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $70,459 | $37,039+90.2% | $147,618-52.3% | $59,188+19.0% |
| Participation rate | 88.0% | 63.8%+24.2pp | 84.6%+3.3pp | 69.4%+18.5pp |
| Annual return | -0.17% | 7.19%-7.4pp | 61.98%-62.1pp | 5.51%-5.7pp |
| Employer contribution / active EE | $4,146 | $1,353+206.5% | $5,564-25.5% | $2,098+97.6% |
| Participant deferral / active EE | $4,542 | $2,094+116.9% | $4,895-7.2% | $3,265+39.1% |
| Admin fee / account holder | $123 | $60+104.2% | $11,612-98.9% | $92+33.3% |