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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $209,034 | $51,638+304.8% | $68,368+205.8% | $82,448+153.5% |
| Participation rate | 91.7% | 63.6%+28.1pp | 73.8%+17.9pp | 68.1%+23.6pp |
| Annual return | 12.77% | 37.53%-24.8pp | 292.57%-279.8pp | 41.64%-28.9pp |
| Employer contribution / active EE | $14,619 | $2,047+614.3% | $2,649+451.9% | $2,551+473.1% |
| Participant deferral / active EE | $12,443 | $2,914+327.1% | $4,123+201.8% | $4,139+200.6% |
| Admin fee / account holder | $359 | $4,643-92.3% | $5,150-93.0% | $7,234-95.0% |