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 | Investment management; Finders' fees ... | $285,002 |
MULTNOMAH GROUP2+ years Service code 16 · EIN 20-0361079 | Consulting | $35,000 |
MOSS ADAMS LLP2+ years Filed as: MOSS ADAMS Service code 10 · EIN 91-0189318 | Accounting | $29,558 |
Filed as: PATHWAYS ADVISORY GROUP INC. Service code 16 · EIN 20-8811410 | Consulting | $6,053 |
CHARLES SCHWAB & CO., INC.2+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $425 |
UNUM LIFE INS. CO. OF AMERICA2+ years Filed as: UNUM LIFE INSURANCE CO. OF AMERICA Service code 15 · EIN 01-0278678 | Recordkeeping | $75 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $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 | $77,171 | $37,213+107.4% | $156,551-50.7% | $63,975+20.6% |
| Participation rate | 85.6% | 65.0%+20.6pp | 84.0%+1.6pp | 71.1%+14.5pp |
| Annual return | 8.03% | 47.89%-39.9pp | 32.23%-24.2pp | 48.65%-40.6pp |
| Employer contribution / active EE | $4,150 | $1,357+205.8% | $5,501-24.6% | $2,182+90.2% |
| Participant deferral / active EE | $4,655 | $2,070+124.9% | $4,871-4.4% | $3,356+38.7% |
| Admin fee / account holder | $97 | $56+72.7% | $13,028-99.3% | $70+38.1% |