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| Provider | Service type | Compensation |
|---|---|---|
DESCHUTES INVESTMENT CONSULTING2+ years Filed as: DESCHUTES INVESTMENT ADVISORS, INC. Service code 27 · EIN 87-0554544 1211 SW FIFTH AVENUE, SUITE 2830 · PORTLAND, OR 972043728 | Advisory (Plan) | $10,678 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT GROUP, INC Service code 16 · EIN 27-2037969 | Consulting | $1,155 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $32,963 | $36,916-10.7% | $156,551-78.9% | $57,658-42.8% |
| Participation rate | 20.1% | 63.4%-43.3pp | 84.0%-63.9pp | 70.2%-50.1pp |
| Annual return | 9.54% | 12.38%-2.8pp | 32.23%-22.7pp | 5.13%+4.4pp |
| Employer contribution / active EE | $0 | $1,571-100.0% | $5,501-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $2,025 | $1,926+5.2% | $4,871-58.4% | $3,061-33.8% |
| Admin fee / account holder | $125 | $82+51.0% | $13,028-99.0% | $95+31.8% |