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| Provider | Service type | Compensation |
|---|---|---|
DESCHUTES INVESTMENT CONSULTING1+ years Filed as: DESCHUTES INVESTMENT ADVISORS, INC. Service code 27 · EIN 87-0554544 1211 SW FIFTH AVENUE, SUITE 2830 · PORTLAND, OR 972043728 | Advisory (Plan) | $70,234 |
VERISIGHT, INC.1+ years Service code 13 · EIN 27-2037969 | Contract Administrator | $12,594 |
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 | $17,467 | $37,117-52.9% | $147,617-88.2% | $55,191-68.4% |
| Participation rate | 100.0% | 63.6%+36.4pp | 84.6%+15.4pp | 69.2%+30.8pp |
| Annual return | -1.36% | 3.44%-4.8pp | 61.98%-63.3pp | 10.78%-12.1pp |
| Employer contribution / active EE | $8,126 | $1,620+401.4% | $5,564+46.0% | $1,899+328.0% |
| Participant deferral / active EE | $0 | $1,985-100.0% | $4,895-100.0% | $3,046-100.0% |
| Admin fee / account holder | $71 | $86-16.6% | $11,612-99.4% | $91-21.3% |