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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $17,522 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
MULTNOMAH GROUP2 years Filed as: MULTNOMAH GROUP INC Service code 27 · EIN 20-0361079 | Advisory (Plan) | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,542 | $47,479+17.0% | $62,929-11.7% | $82,448-32.6% |
| Participation rate | 97.6% | 66.9%+30.7pp | 73.1%+24.5pp | 68.1%+29.5pp |
| Annual return | 17.89% | 20.34%-2.5pp | 1063.93%-1046.0pp | 41.64%-23.8pp |
| Employer contribution / active EE | $4,219 | $1,885+123.8% | $2,505+68.4% | $2,551+65.4% |
| Participant deferral / active EE | $5,483 | $2,870+91.0% | $3,888+41.0% | $4,139+32.5% |
| Admin fee / account holder | $161 | $3,804-95.8% | $5,065-96.8% | $7,234-97.8% |