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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $1,137 |
MULTNOMAH GROUP1 year Filed as: MULTNOMAH GROUP INC Service code 27 · EIN 20-0361079 | Advisory (Plan) | $906 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $79,911 | $48,327+65.4% | $67,575+18.3% | $80,935-1.3% |
| Participation rate | 71.6% | 66.4%+5.2pp | 72.9%-1.3pp | 67.7%+3.9pp |
| Annual return | 10.65% | 18.31%-7.7pp | 3528.98%-3518.3pp | 35.66%-25.0pp |
| Employer contribution / active EE | $5,067 | $2,022+150.5% | $2,736+85.2% | $2,757+83.8% |
| Participant deferral / active EE | $5,764 | $2,927+96.9% | $4,003+44.0% | $4,299+34.1% |
| Admin fee / account holder | $848 | $3,692-77.0% | $3,993-78.8% | $6,924-87.7% |