Filed July 31, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
DESCHUTES INVESTMENT CONSULTING2+ years Filed as: DESCHUTES INVESTMENT ADVISORS, INC. Service code 27 · EIN 87-0554544 1211 SW FIFTH AVENUE, SUITE 2830 · PORTLAND, OR 972043728 | Advisory (Plan) | $32,375 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT INC. Service code 13 · EIN 27-2037969 | Contract Administrator | $10,901 |
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 | $79,407 | $75,183+5.6% | $123,894-35.9% | $55,167+43.9% |
| Participation rate | 90.2% | 72.8%+17.4pp | 81.4%+8.8pp | 69.0%+21.2pp |
| Annual return | 40.76% | 19.01%+21.8pp | 47.52%-6.8pp | 169.23%-128.5pp |
| Employer contribution / active EE | $967 | $2,823-65.7% | $4,617-79.0% | $1,963-50.7% |
| Participant deferral / active EE | $7,375 | $5,084+45.0% | $5,984+23.2% | $3,054+141.5% |
| Admin fee / account holder | $175 | $663-73.6% | $8,357-97.9% | $504-65.2% |