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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) | $15,178 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $41,632 | $37,196+11.9% | $154,108-73.0% | $55,725-25.3% |
| Participation rate | 15.6% | 64.1%-48.4pp | 83.0%-67.4pp | 70.9%-55.2pp |
| Annual return | -8.36% | 1319.68%-1328.0pp | 735.21%-743.6pp | 244.93%-253.3pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $5,298-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $1,910 | $2,068-7.7% | $5,081-62.4% | $3,356-43.1% |
| Admin fee / account holder | $151 | $102+48.6% | $13,411-98.9% | $115+31.1% |