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Office of Management & Finance

Bureau of Human Resources

Knowledgeable | Helpful | Responsive

Phone: 503-823-3572

Benefits Line: 503-823-6031

1120 SW Fifth Avenue, Rm 404, Portland, OR 97204

Stable Principal Investment Options

STABLE PRINCIPAL INVESTMENT OPTIONS

RATES OF RETURN

AS OF JUNE 30, 2016

ACCOUNT BALANCE

ADVANTIS CREDIT UNION (1) (6) (7)

VOYA FIXED ACCOUNT(2),(4)

Vanguard Prime Money

Market (3)

<$2,500

2.75%

2.75%

0.00%

$2,500 to $49,999

2.75%

2.75%

0.00%

$50,000 to $149,999

2.80%

2.75%

0.00%

$150,000 to $249,999

2.85%

2.75%

0.00%

$250,000 and above

2.90%

2.75%

0.00%

1) Expressed as the annual percentage yield (APY) as provided by Advantis Credit Union.  For additional information, visit https://www.advantiscu.org/pages/savings.html

2) Expressed as the annual effective yield as provided by Voya Financial.  For additional information, visit https://portland.prepare4myfuture.com/emadmin/landingpage.action

3) Vanguard Prime Money Market Fund - Investor Shares: Vanguard and the Fund's Board have voluntarily agreed to temporarily limit certain net operating expenses in excess of the Fund's daily yield so as to maintain a zero or positive yield for the Fund.  Vanguard and the Fund's Board may terminate the temporary expense limitation at any time.

4) For information relating to funds within the Voya Fixed Account, visit http://www.orlifega.org/home.cfm

5) For additional information regarding FDIC, NCUA, and SIPC click here for a document you can review.

6) Visit additional Q&A information on payment of Advantis Rate of Return.  http://www.portlandoregon.gov/bhr/article/471349

7) Balances up to $250,000 are insured by the National Credit Union Association.  Balances over $250,000 are not insured.