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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $209,034 | $64,920+222.0% | $103,693+101.6% | $86,983+140.3% |
| Participation rate | 91.7% | 63.6%+28.1pp | 72.6%+19.0pp | 69.5%+22.1pp |
| Annual return | 12.77% | 30.29%-17.5pp | 47.61%-34.8pp | 25.83%-13.1pp |
| Employer contribution / active EE | $14,619 | $2,141+582.8% | $2,920+400.6% | $2,584+465.6% |
| Participant deferral / active EE | $12,443 | $3,241+283.9% | $4,579+171.7% | $4,194+196.7% |
| Admin fee / account holder | $359 | $6,191-94.2% | $7,858-95.4% | $7,856-95.4% |