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Office of Management & Finance

Bureau of Human Resources

Knowledgable | 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 APRIL 1, 2014

ACCOUNT BALANCE

ADVANTIS CREDIT UNION (1) (6)

ING FIXED ACCOUNT(2),(4)

Vanguard Prime Money

Market (3)

<$2,500

2.85%

3.00%

0.00%

$2,500 to $49,999

2.85%

3.00%

0.00%

$50,000 to $149,999

2.95%

3.00%

0.00%

$150,000 to $249,999

3.05%

3.00%

0.00%

$250,000 and above

3.15%

3.00%

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 ING Life Insurance and Annuity Company.  For additional information, visit http://www.ingretirementplans.com/fundonepagerscolor/043.pdf

3) An investment in the Fund is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency. Although the Fund seeks to preserve the value of your investment at $1.00 per share, it is possible to lose money by investing in the Fund.

4) For information relating to funds within the ING 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

 

 

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