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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 | $48,011+15.7% | $63,803-12.9% | $82,637-32.8% |
| Participation rate | 97.6% | 66.6%+31.0pp | 72.7%+24.9pp | 68.1%+29.5pp |
| Annual return | 17.89% | 19.84%-2.0pp | 543.72%-525.8pp | 53.51%-35.6pp |
| Employer contribution / active EE | $4,219 | $1,904+121.6% | $2,532+66.6% | $2,552+65.3% |
| Participant deferral / active EE | $5,483 | $2,846+92.6% | $3,843+42.7% | $4,126+32.9% |
| Admin fee / account holder | $161 | $3,873-95.8% | $5,196-96.9% | $7,339-97.8% |