Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
TIAA9 years Service code 15 · EIN 13-1624203 | Recordkeeping | $259,600 |
MULTNOMAH GROUP7 years Filed as: MULTNOMAH GROUP, INC Service code 27 · EIN 20-0361079 | Advisory (Plan) | $39,802 |
LINCOLN NATIONAL CORPORATION10+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $300 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,539 | $117,148-38.1% | $67,560+7.4% | $99,313-27.0% |
| Participation rate | 50.6% | 72.7%-22.1pp | 72.9%-22.4pp | 71.7%-21.2pp |
| Annual return | 13.92% | 14.15%-0.2pp | 3533.50%-3519.6pp | 17.67%-3.7pp |
| Employer contribution / active EE | $1,700 | $4,623-63.2% | $2,737-37.9% | $3,264-47.9% |
| Participant deferral / active EE | $2,461 | $4,782-48.5% | $4,004-38.5% | $5,346-54.0% |
| Admin fee / account holder | $69 | $50+36.9% | $3,994-98.3% | $109-37.2% |