Filed July 31, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
DESCHUTES INVESTMENT CONSULTING1+ years Filed as: DESCHUTES INVESTMENT ADVISORS, INC. Service code 27 · EIN 87-0554544 1211 SW FIFTH AVENUE, SUITE 2830 · PORTLAND, OR 972043728 | Advisory (Plan) | $31,462 |
VERISIGHT, INC.1+ years Filed as: VERISIGHT INC. Service code 13 · EIN 27-2037969 | Contract Administrator | $11,279 |
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 | $72,484 | $70,002+3.5% | $115,038-37.0% | $52,331+38.5% |
| Participation rate | 98.5% | 72.1%+26.4pp | 81.4%+17.2pp | 68.1%+30.4pp |
| Annual return | -0.40% | 4.04%-4.4pp | 26.14%-26.5pp | 4.54%-4.9pp |
| Employer contribution / active EE | $1,041 | $2,715-61.7% | $4,608-77.4% | $1,882-44.7% |
| Participant deferral / active EE | $8,092 | $4,920+64.5% | $6,026+34.3% | $3,022+167.7% |
| Admin fee / account holder | $231 | $566-59.2% | $8,175-97.2% | $592-60.9% |