Filed June 12, 2020
Total covered: 3 employees
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| Provider | Service type | Compensation |
|---|---|---|
MULTNOMAH GROUP1 year Filed as: MULTNOMAH GROUP, INC Service code 27 · EIN 20-0361079 111 SW 5TH AVE · PORTLAND, OR 972043643 | Advisory (Plan) | $8,750 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,093 | $60,119+106.4% | $90,430+37.2% | $79,858+55.4% |
| Participation rate | 98.2% | 65.0%+33.2pp | 72.7%+25.5pp | 69.6%+28.6pp |
| Annual return | 56.67% | 71.94%-15.3pp | 1293.73%-1237.1pp | 31.72%+25.0pp |
| Employer contribution / active EE | $9,979 | $2,068+382.6% | $3,262+205.9% | $2,471+303.9% |
| Participant deferral / active EE | $8,573 | $2,938+191.8% | $3,963+116.3% | $3,740+129.2% |
| Admin fee / account holder | $37 | $3,976-99.1% | $5,613-99.3% | $5,306-99.3% |