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 | $60,139+106.3% | $90,461+37.2% | $79,856+55.4% |
| Participation rate | 98.2% | 65.0%+33.2pp | 72.7%+25.5pp | 69.6%+28.6pp |
| Annual return | 56.67% | 71.96%-15.3pp | 1294.76%-1238.1pp | 31.71%+25.0pp |
| Employer contribution / active EE | $9,979 | $2,069+382.4% | $3,264+205.7% | $2,471+303.8% |
| Participant deferral / active EE | $8,573 | $2,939+191.7% | $3,964+116.2% | $3,741+129.2% |
| Admin fee / account holder | $37 | $3,978-99.1% | $5,617-99.3% | $5,306-99.3% |