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 |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $43,846 |
MULTNOMAH GROUP6+ years Service code 27 115 NW 1ST AVENUE · PORTLAND, OR 97209 | Advisory (Plan) | $20,802 |
MATRIX TRUST COMPANY1 year Service code 18 · EIN 75-3182674 | Trustee (directed); Float revenue; Cu... | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,282 | $52,293+1.9% | $178,499-70.1% | $73,412-27.4% |
| Participation rate | 99.6% | 65.3%+34.3pp | 81.9%+17.7pp | 72.2%+27.5pp |
| Annual return | 14.53% | 34.75%-20.2pp | 151.10%-136.6pp | 59.30%-44.8pp |
| Employer contribution / active EE | $2,951 | $1,735+70.0% | $5,011-41.1% | $2,234+32.1% |
| Participant deferral / active EE | $4,222 | $2,332+81.0% | $5,202-18.8% | $3,806+10.9% |
| Admin fee / account holder | $179 | $127+40.3% | $13,986-98.7% | $158+13.1% |