Retirement plan

MULTNOMAH GROUP, INC. 401(K) PROFIT SHARING PLAN

Name: MULTNOMAH GROUP, INC. - MULTNOMAH GROUP, INC. 401(K) PROFIT SHARING PLAN (2019) Form 5500
Creator: MULTNOMAH GROUP, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MULTNOMAH GROUP, INC. 401(K) PROFIT SHARING PLAN, MULTNOMAH GROUP, INC.

MULTNOMAH GROUP, INC.EIN 20-0361079Plan #001PY 2019

111 SW 5TH AVE., SUITE 4000 - PORTLAND, OR 97204503-772-0159multnomahgroup.comLinkedIn11-50 employeesfinancial services

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$2.2M

+53.9% from 2018

Total participants

+9.1% from 2018

Average account balance

$90,329

+41.0% from 2018

Annual return

31.27%

+39.28 pp from 2018

Benchmarks

See 31,991 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants<25

Cohort31,991 peers

Snapshot2019

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$7.49M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$220K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

161.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$711K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$34K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+21.24%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$16501

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$90,329

$183,988-50.9%

$162,177-44.3%

$152,897-40.9%

Participation rate

100.0%

88.5%+11.5pp

87.6%+12.4pp

82.5%+17.5pp

Annual return

31.27%

150.79%-119.5pp

115.60%-84.3pp

345.43%-314.2pp

Employer contribution / active EE

$8,842

$6,370+38.8%

$5,613+57.5%

$4,764+85.6%

Participant deferral / active EE

$8,847

$8,032+10.1%

$7,297+21.2%

$5,851+51.2%

Admin fee / account holder

$13,123-100.0%

$10,843-100.0%

$11,599-100.0%

MULTNOMAH GROUP, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

MULTNOMAH GROUP, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion