Filed June 12, 2020
Total covered: 3 employees
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| Provider | Service type | Compensation |
|---|---|---|
MULTNOMAH GROUP4 years Filed as: MULTNOMAH GROUP, INC. Service code 27 · EIN 20-0361079 | Advisory (Plan) | $31,710 |
TIAA4 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $29,321 |
Service code 17 · EIN 26-1233837 | Pension Consulting | $2,824 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $186,308 | $58,258+219.8% | $81,820+127.7% | $80,925+130.2% |
| Participation rate | 94.7% | 63.5%+31.3pp | 72.4%+22.4pp | 67.7%+27.1pp |
| Annual return | 21.74% | 41.76%-20.0pp | 777.93%-756.2pp | 35.65%-13.9pp |
| Employer contribution / active EE | $12,116 | $2,345+416.6% | $2,915+315.6% | $2,756+339.6% |
| Participant deferral / active EE | $11,932 | $3,284+263.4% | $4,323+176.0% | $4,299+177.6% |
| Admin fee / account holder | $293 | $4,976-94.1% | $7,391-96.0% | $6,940-95.8% |