Filed June 30, 2017 (most recent of 3 filings on file)
Total covered: 2 employees
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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.2 years Filed as: HOOD & STRONG LLP Service code 10 · EIN 94-1254756 | Accounting | $32,250 |
MULTNOMAH GROUP2 years Filed as: MULTNOMAH GROUP, INC Service code 27 · EIN 20-0361079 | Advisory (Plan) | $21,173 |
TIAA3 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $6,693 |
PENTEGRA SERVICES, INC.2 years Service code 17 · EIN 13-3745616 | Pension Consulting | $5,497 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,930 | $69,763+31.8% | $67,502+36.2% | $74,495+23.4% |
| Participation rate | 97.7% | 71.4%+26.4pp | 72.9%+24.9pp | 67.2%+30.5pp |
| Annual return | 12.78% | -40.34%+53.1pp | 3512.12%-3499.3pp | 1364.94%-1352.2pp |
| Employer contribution / active EE | $4,087 | $2,704+51.1% | $2,731+49.6% | $2,623+55.8% |
| Participant deferral / active EE | $5,741 | $3,636+57.9% | $4,000+43.5% | $4,346+32.1% |
| Admin fee / account holder | $199 | $896-77.7% | $3,998-95.0% | $1,942-89.7% |