Filed July 31, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.3 years Service code 13 · EIN 27-2037969 | Contract Administrator | $27,994 |
DESCHUTES INVESTMENT CONSULTING6+ years Filed as: DESCHUTES INVESTMENT ADVISORS, INC. Service code 27 · EIN 87-0554544 1211 SW FIFTH AVENUE, SUITE 2830 · PORTLAND, OR 972043728 | Advisory (Plan) | $13,058 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $123,037 | $99,957+23.1% | $149,745-17.8% | $73,497+67.4% |
| Participation rate | 96.5% | 75.7%+20.8pp | 82.5%+14.0pp | 70.7%+25.8pp |
| Annual return | 13.50% | 53.87%-40.4pp | 276.72%-263.2pp | 28.51%-15.0pp |
| Employer contribution / active EE | $2,580 | $3,191-19.2% | $4,646-44.5% | $2,270+13.6% |
| Participant deferral / active EE | $8,786 | $6,073+44.7% | $6,843+28.4% | $3,740+134.9% |
| Admin fee / account holder | $125 | $551-77.3% | $9,312-98.7% | $513-75.6% |