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 AVENUE · PORTLAND, OR 972043643 | Advisory (Plan) | $11,250 |
TIAA1 year Service code 64 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping Fees | $8,048 |
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 | $153,519 | $65,423+134.7% | $98,477+55.9% | $85,856+78.8% |
| Participation rate | 98.2% | 65.0%+33.2pp | 73.3%+24.9pp | 69.3%+28.9pp |
| Annual return | 26.11% | 21.76%+4.4pp | 1493.59%-1467.5pp | 318.58%-292.5pp |
| Employer contribution / active EE | $10,988 | $2,168+406.8% | $2,961+271.1% | $2,565+328.3% |
| Participant deferral / active EE | $9,351 | $3,167+195.3% | $4,276+118.7% | $3,952+136.6% |
| Admin fee / account holder | $98 | $4,594-97.9% | $5,951-98.4% | $6,261-98.4% |