Filed December 27, 2023 (most recent of 4 filings on file)
Total covered: 15 employees
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO5 years Filed as: FID INV INSLT OPS C0 Service code 37 · EIN 04-2647786 | Loan Processing | $285,754 |
MOSS ADAMS LLP8 years Service code 10 · EIN 91-0189318 | Accounting | $46,000 |
MULTNOMAH GROUP7 years Service code 16 · EIN 20-0361079 | Consulting | $43,578 |
FID INV INST OPS CO9 years Filed as: FID INV INSTL OPS CO Service code 60 | Sub-TA Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $179,951 | $53,204+238.2% | $155,556+15.7% | $200,096-10.1% |
| Participation rate | 91.9% | 64.1%+27.8pp | 78.2%+13.7pp | 72.0%+19.9pp |
| Annual return | 15.58% | 41.02%-25.4pp | 64.84%-49.3pp | 34.26%-18.7pp |
| Employer contribution / active EE | $4,300 | $1,850+132.4% | $4,675-8.0% | $3,038+41.6% |
| Participant deferral / active EE | $12,453 | $3,163+293.6% | $5,631+121.2% | $5,090+144.7% |
| Admin fee / account holder | $69 | $186-62.7% | $15,885-99.6% | $269-74.3% |