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| Provider | Service type | Compensation |
|---|---|---|
Filed as: DRINKER, BIDDLE & REATH LLP Service code 28 · EIN 23-1423089 | Investment Management | $27,361 |
MULTNOMAH GROUP1 year Filed as: MULTNOMAH GROUP, INC Service code 28 · EIN 20-0361079 | Investment Management | $17,500 |
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $3,393 |
LINCOLN NATIONAL CORPORATION4+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $600 |
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 | $59,919 | $87,173-31.3% | $59,8990% | $75,289-20.4% |
| Participation rate | 90.4% | 74.5%+15.9pp | 74.7%+15.7pp | 72.4%+18.0pp |
| Annual return | -2.80% | -2.14%-0.7pp | 3.46%-6.3pp | -0.04%-2.8pp |
| Employer contribution / active EE | $2,794 | $3,473-19.6% | $2,723+2.6% | $2,405+16.2% |
| Participant deferral / active EE | $4,155 | $3,379+23.0% | $3,403+22.1% | $3,739+11.1% |
| Admin fee / account holder | $18 | $75-76.0% | $3,592-99.5% | $102-82.4% |