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| Provider | Service type | Compensation |
|---|---|---|
DESCHUTES INVESTMENT CONSULTING3+ years Filed as: DESCHUTES INVESTMENT ADVISORS, INC. Service code 27 · EIN 87-0554544 1211 SW FIFTH AVENUE, SUITE 2830 · PORTLAND, OR 972043728 | Advisory (Plan) | $70,026 |
NEWPORT GROUP, INC.2 years Service code 13 · EIN 27-2037969 | Contract Administrator | $47,326 |
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 | $22,309 | $46,173-51.7% | $170,435-86.9% | $69,631-68.0% |
| Participation rate | 100.0% | 63.9%+36.1pp | 83.6%+16.4pp | 70.7%+29.3pp |
| Annual return | 16.76% | 21.62%-4.9pp | 205.94%-189.2pp | 27571.02%-27554.3pp |
| Employer contribution / active EE | $6,820 | $1,610+323.7% | $5,432+25.5% | $2,032+235.6% |
| Participant deferral / active EE | $0 | $2,080-100.0% | $4,939-100.0% | $3,224-100.0% |
| Admin fee / account holder | $91 | $116-21.6% | $13,881-99.3% | $110-17.6% |