Filed June 12, 2020
Total covered: 3 employees
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| Provider | Service type | Compensation |
|---|---|---|
MULTNOMAH GROUP3 years Filed as: MULTNOMAH GROUP, INC. Service code 27 · EIN 20-0361079 111 SW 5TH AVENUE · PORTLAND, OR 972043643 | Advisory (Plan) | $30,941 |
TIAA3 years Service code 64 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping Fees | $22,848 |
Service code 17 · EIN 26-1233837 | Pension Consulting | $2,863 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,991 | $57,281+179.3% | $86,612+84.7% | $75,163+112.9% |
| Participation rate | 93.2% | 63.2%+30.0pp | 71.7%+21.5pp | 67.2%+26.0pp |
| Annual return | 12.76% | 2670.75%-2658.0pp | 591.07%-578.3pp | 160.62%-147.9pp |
| Employer contribution / active EE | $10,058 | $2,314+334.6% | $3,022+232.8% | $2,670+276.7% |
| Participant deferral / active EE | $10,303 | $3,318+210.5% | $4,438+132.2% | $4,125+149.8% |
| Admin fee / account holder | $259 | $4,112-93.7% | $5,614-95.4% | $5,651-95.4% |