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| Provider | Service type | Compensation |
|---|---|---|
DESCHUTES INVESTMENT CONSULTING4+ years Filed as: DESCHUTES INVESTMENT ADVISORS, INC. Service code 27 · EIN 87-0554544 1211 SW FIFTH AVENUE, SUITE 2830 · PORTLAND, OR 972043728 | Advisory (Plan) | $99,098 |
NEWPORT GROUP, INC.3 years Service code 13 · EIN 27-2037969 | Contract Administrator | $19,200 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,417 | $37,196-42.4% | $154,107-86.1% | $55,725-61.6% |
| Participation rate | 97.4% | 64.1%+33.3pp | 83.0%+14.3pp | 70.9%+26.5pp |
| Annual return | -6.66% | 1319.68%-1326.3pp | 735.12%-741.8pp | 244.93%-251.6pp |
| Employer contribution / active EE | $8,207 | $1,614+408.5% | $5,298+54.9% | $2,078+294.9% |
| Participant deferral / active EE | $0 | $2,068-100.0% | $5,081-100.0% | $3,356-100.0% |
| Admin fee / account holder | $91 | $102-10.8% | $13,411-99.3% | $115-21.4% |