Filed June 12, 2020
Total covered: 3 employees
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| Provider | Service type | Compensation |
|---|---|---|
MULTNOMAH GROUP2 years Filed as: MULTNOMAH GROUP, INC. Service code 27 · EIN 20-0361079 111 SW 5TH AVENUE · PORTLAND, OR 972043643 | Advisory (Plan) | $30,188 |
Service code 10 · EIN 46-2108854 PO BOX 259 · BEDFORD, PA 155220259 | Accounting | $24,000 |
TIAA2 years Service code 64 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping Fees | $23,792 |
Service code 17 · EIN 26-1233837 | Pension Consulting | $1,317 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $140,357 | $54,355+158.2% | $82,744+69.6% | $68,486+104.9% |
| Participation rate | 96.6% | 63.9%+32.7pp | 72.6%+24.0pp | 67.9%+28.7pp |
| Annual return | -10.53% | -13.67%+3.1pp | 702.22%-712.7pp | -7.85%-2.7pp |
| Employer contribution / active EE | $10,829 | $2,219+388.1% | $3,008+260.0% | $2,597+317.1% |
| Participant deferral / active EE | $9,252 | $3,246+185.0% | $4,395+110.5% | $4,028+129.7% |
| Admin fee / account holder | $349 | $4,397-92.1% | $5,325-93.4% | $5,404-93.5% |