Filed March 25, 2012
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
MCCREADY & KEENE INC.2+ years Filed as: MCCREADY AND KEENE, INC. Service code 15 · EIN 35-0500670 | Recordkeeping | $33,987 |
MULTNOMAH GROUP2+ years Service code 27 115 NW 1ST AVENUE · PORTLAND, OR 97209 | Advisory (Plan) | $22,203 |
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 | $34,573 | $46,732-26.0% | $156,551-77.9% | $55,167-37.3% |
| Participation rate | 95.8% | 65.8%+30.0pp | 84.0%+11.7pp | 69.0%+26.8pp |
| Annual return | 6.38% | 17.72%-11.3pp | 32.23%-25.8pp | 169.23%-162.8pp |
| Employer contribution / active EE | $2,059 | $2,105-2.2% | $5,501-62.6% | $1,963+4.9% |
| Participant deferral / active EE | $3,158 | $2,204+43.3% | $4,871-35.2% | $3,054+3.4% |
| Admin fee / account holder | $199 | $418-52.4% | $13,028-98.5% | $504-60.5% |