Filed July 31, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
DESCHUTES INVESTMENT CONSULTING4+ years Filed as: DESCHUTES INVESTMENT ADVISORS, INC. Service code 27 · EIN 87-0554544 1211 SW FIFTH AVENUE, SUITE 2830 · PORTLAND, OR 972043728 | Advisory (Plan) | $25,167 |
NEWPORT GROUP, INC.1 year Service code 13 · EIN 27-2037969 | Contract Administrator | $9,830 |
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 | $117,079 | $73,102+60.2% | $123,553-5.2% | $56,289+108.0% |
| Participation rate | 89.9% | 74.3%+15.6pp | 82.3%+7.6pp | 69.9%+20.0pp |
| Annual return | 41.75% | 3.01%+38.7pp | 119.21%-77.5pp | -9.96%+51.7pp |
| Employer contribution / active EE | $1,693 | $2,977-43.1% | $4,628-63.4% | $2,111-19.8% |
| Participant deferral / active EE | $7,692 | $5,423+41.8% | $6,426+19.7% | $3,350+129.6% |
| Admin fee / account holder | $135 | $554-75.7% | $9,284-98.6% | $521-74.2% |