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| Provider | Service type | Compensation |
|---|---|---|
DESCHUTES INVESTMENT CONSULTING5+ years Filed as: DESCHUTES INVESTMENT ADVISORS, INC. Service code 27 · EIN 27-3525757 200 SW MARKET ST, SUITE 550 · PORTLAND, OR 97201 | Advisory (Plan) | $93,829 |
NEWPORT GROUP, INC.4 years Service code 13 · EIN 27-2037969 | Contract Administrator | $18,876 |
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 | $27,799 | $62,928-55.8% | $172,755-83.9% | $67,579-58.9% |
| Participation rate | 94.2% | 64.5%+29.7pp | 82.6%+11.6pp | 71.3%+22.9pp |
| Annual return | 25.01% | 30.36%-5.3pp | 802.94%-777.9pp | 378.56%-353.5pp |
| Employer contribution / active EE | $9,170 | $1,636+460.5% | $5,144+78.3% | $2,148+327.0% |
| Participant deferral / active EE | $0 | $2,145-100.0% | $5,198-100.0% | $3,539-100.0% |
| Admin fee / account holder | $85 | $167-49.1% | $13,955-99.4% | $142-40.4% |