Filed June 12, 2020
Total covered: 3 employees
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| Provider | Service type | Compensation |
|---|---|---|
TIAA5 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $37,893 |
Filed as: KENDALL, PREBOLA AND JONES, LLC Service code 10 · EIN 26-2108854 | Accounting | $32,450 |
MULTNOMAH GROUP5 years Filed as: MULTNOMAH GROUP, INC. Service code 27 · EIN 20-0361079 | Advisory (Plan) | $8,074 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $209,034 | $61,125+242.0% | $94,057+122.2% | $87,485+138.9% |
| Participation rate | 91.7% | 64.1%+27.6pp | 73.3%+18.3pp | 68.9%+22.7pp |
| Annual return | 12.77% | 35.20%-22.4pp | 480.62%-467.9pp | 26.06%-13.3pp |
| Employer contribution / active EE | $14,619 | $2,136+584.2% | $2,933+398.4% | $2,596+463.1% |
| Participant deferral / active EE | $12,443 | $3,260+281.7% | $4,709+164.2% | $4,274+191.2% |
| Admin fee / account holder | $359 | $5,629-93.6% | $7,244-95.0% | $7,775-95.4% |