Filed June 12, 2020
Total covered: 3 employees
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| Provider | Service type | Compensation |
|---|---|---|
TIAA5 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $37,893 |
Filed as: KENDALL, PREBOLA AND JONES, LLC Service code 10 · EIN 26-2108854 | Accounting | $32,450 |
MULTNOMAH GROUP5 years Filed as: MULTNOMAH GROUP, INC. Service code 27 · EIN 20-0361079 | Advisory (Plan) | $8,074 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $209,034 | $54,705+282.1% | $71,209+193.6% | $84,808+146.5% |
| Participation rate | 91.7% | 64.1%+27.6pp | 73.8%+17.9pp | 68.3%+23.4pp |
| Annual return | 12.77% | 35.90%-23.1pp | 282.51%-269.7pp | 40.90%-28.1pp |
| Employer contribution / active EE | $14,619 | $2,158+577.5% | $2,721+437.3% | $2,631+455.6% |
| Participant deferral / active EE | $12,443 | $3,030+310.6% | $4,175+198.0% | $4,212+195.5% |
| Admin fee / account holder | $359 | $4,863-92.6% | $5,349-93.3% | $7,344-95.1% |