Filed December 5, 2019 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $26,370 |
MOSS ADAMS LLP1 year Filed as: MOSS ADAMS Service code 10 · EIN 91-0189318 | Accounting | $23,000 |
MULTNOMAH GROUP1 year Filed as: MULTNOMAH GROUP INC Service code 27 · EIN 20-0361079 | Advisory (Plan) | $15,756 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,483 | $60,504+90.9% | $81,882+41.0% | $74,478+55.1% |
| Participation rate | 99.1% | 62.9%+36.1pp | 72.4%+26.7pp | 67.2%+31.8pp |
| Annual return | 10.99% | 16.91%-5.9pp | 779.47%-768.5pp | 1370.56%-1359.6pp |
| Employer contribution / active EE | $14,660 | $2,627+458.1% | $2,916+402.7% | $2,626+458.2% |
| Participant deferral / active EE | $14,198 | $3,400+317.6% | $4,323+228.4% | $4,350+226.4% |
| Admin fee / account holder | $277 | $1,492-81.4% | $7,360-96.2% | $1,946-85.8% |