MULTNOMAH GROUP
10 known aliases resolved via the canonical alias map
Market position · 2024
Plans served63+5 YoYRank #312 of mapped providers
Assets under administration$18.0B0.0%Market share · rank #714
Fees received$2MMedian $26,840/planSum across Schedule C direct + indirect
Net wins YoY+59 won · 4 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical MULTNOMAH GROUP plan look like?
Service mix · median fees per plan
Count of plans where MULTNOMAH GROUP ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Shareholder servicing fees; Investment advisory (plan); Participant communicationCode 27 | 29 | $25,334 | |
Investment advisory (plan); Investment management; Consulting (general)Code 16 | 16 | $41,144 | |
Other fees; Investment managementCode 28 | 13 | $26,033 | |
Other services; Recordkeeping fees; Other fees; Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.); Trustee (bank, trust company, or similar financial institution)Code 15 | 2 | $9,306 | |
Investment management fees paid directly by plan; Investment advisory (participants); Investment advisory (plan)Code 26 | 2 | $65,139 | |
Contract AdministratorCode 13 | 1 | $2,224 |
Competitor overlap
Percent of MULTNOMAH GROUP's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under MULTNOMAH GROUP.
| Sponsor | From | Assets |
|---|---|---|
SRI INTERNATIONALCA · 941160950-004 | CBIZ RETIREMENT PLAN SERVICES | $787M |
WILLAMETTE UNIVERSITYOR · 930386972-002 | AMERICAN REALTY ADVISORS | $212M |
LINFIELD UNIVERSITYOR · 930391586-001 | TIAA | $135M |
NUVISION FEDERAL CREDIT UNIONCA · 951644517-002 | TRANSAMERICA RETIREMENT SOLUTIONS | $69M |
STE. MICHELLE WINE ESTATES, LLCWA · 910897041-001 | FIDELITY INVESTMENTS INSTITUTIONAL | $51M |
SAN DOMENICO SCHOOLCA · 946080077-001 | PRINCIPAL LIFE INSURANCE COMPANY | $31M |
SILICON VALLEY COMMUNITY FOUNDATIONCA · 205205488-001 | PRINCIPAL LIFE INSURANCE COMPANY | $27M |
HOUSTONS, INC.OR · 930457161-001 | ADP BROKER-DEALER | $17M |
THE ALLISON INN & SPA LLCOR · 262292053-001 | (new plan) | $2M |
Plans lost in 2024
Appeared last year under MULTNOMAH GROUP; not this year.
| Sponsor | To | Assets |
|---|---|---|
DEPAUL UNIVERSITYIL · 362167048-001 | WEALTH MANAGEMENT SYSTEMS INC | $1.2B |
NEKTAR THERAPEUTICSCA · 943134940-001 | FIDELITY INVESTMENTS INSTITUTIONAL | $134M |
DOMINICAN UNIVERSITY OF CALIFORNIACA · 941156525-001 | DOMINICAN UNIVERSITY OF CALIFORNIA | $93M |
PIONEER NORTH AMERICA, INC.CA · 953243785-001 | MERRILL LYNCH PIERCE FENNER & SMITH | $69M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
PRECISION CASTPARTS CORP.OR · 930460598-004 | $2.5B | 23,698 | $105,000 | 9y | 2 |
FRED HUTCHINSON CANCER CENTERWA · 911935159-001 | $1.5B | 9,895 | $78,110 | 3y | 1 |
UNIVERSITY CORPORATION FOR ATMOSPHERIC RESEARCHCO · 840412668-001 | $1.2B | 4,530 | $57,780 | 2y | - |
EL CAMINO HOSPITALCA · 943167314-002 | $976M | 5,783 | $43,578 | 9y | 1 |
UNIVERSITY OF DENVERCO · 840404231-001 | $909M | 9,905 | $73,125 | 10y | - |
SRI INTERNATIONALCA · 941160950-001 | $887M | 4,771 | $64,000 | 10y | 1 |
INSTITUTE FOR DEFENSE ANALYSESVA · 530233247-002 | $875M | 2,843 | $21,538 | 5y | - |
SRI INTERNATIONALCA · 941160950-004 | $787M | 2,994 | $24,500 | 2y | 1 |
INSTITUTE FOR DEFENSE ANALYSESVA · 530233247-003 | $628M | 2,259 | $21,538 | 5y | - |
COLUMBIA SPORTSWEAR COMPANYOR · 930498284-002 | $462M | 5,690 | $65,707 | 8y | - |
Flag exposure
76.2%Market: 89.2%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (10)
Raw Schedule C names collapsed into MULTNOMAH GROUP.
- MULTNOMAH
- MULTNOMAH CAPITAL, INC.
- MULTNOMAH GROUP
- MULTNOMAH GROUP INC
- MULTNOMAH GROUP INC.
- MULTNOMAH GROUP LLC
- MULTNOMAH GROUP, INC
- MULTNOMAH GROUP, INC.
- MULTNOMAH GROUPS INC
- MULTNOMAH INVESTMENT GROUP
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /retirement size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for MULTNOMAH GROUP's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 2 | 3.17% | 26.94% | -23.77 pp |
| Late contributions | 20 | 31.75% | 1.71% | +30.03 pp |
| Failed to provide benefit | 1 | 1.59% | 0.14% | +1.45 pp |
| Corrective distributions | 12 | 19.05% | 1.76% | +17.29 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with MULTNOMAH GROUP. Compare to the incumbent market share (0.1%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.1 pp vs incumbent
Geographic penetration index
(Provider plans in state / state plans) divided by the provider's overall share of the market. Index 1.00 = average; > 1 = over-indexed (winning more than their fair share); < 1 = under-indexed (white space).