Filed September 4, 2009
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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $110,167 |
TIAA4 years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 37 · EIN 13-1624203 | Loan Processing | $58,082 |
MULTNOMAH GROUP5 years Filed as: MULTNOMAH GROUP, INC Service code 26 · EIN 20-0361079 | Advisory (Participants) | $43,845 |
MOSS ADAMS LLP10+ years Service code 10 · EIN 91-0189318 | Accounting | $22,759 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,276 | $106,264+52.7% | $147,117+10.3% | $77,762+108.7% |
| Participation rate | 88.3% | 78.4%+9.9pp | 82.2%+6.2pp | 70.6%+17.7pp |
| Annual return | 14.15% | 56.94%-42.8pp | 420.54%-406.4pp | 31.27%-17.1pp |
| Employer contribution / active EE | $6,125 | $4,074+50.3% | $4,932+24.2% | $2,728+124.5% |
| Participant deferral / active EE | $6,013 | $8,003-24.9% | $8,065-25.4% | $4,651+29.3% |
| Admin fee / account holder | $123 | $334-63.1% | $12,993-99.1% | $433-71.5% |