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| Provider | Service type | Compensation |
|---|---|---|
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $51,356 |
MULTNOMAH GROUP2 years Filed as: MULTNOMAH GROUP, INC Service code 28 · EIN 20-0361079 | Investment Management | $17,500 |
DRINKER BIDDLE & REATH LLP2 years Filed as: DRINKER, BIDDLE & REATH LLP Service code 28 · EIN 23-1423089 | Investment Management | $9,289 |
LINCOLN NATIONAL CORPORATION5+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $525 |
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 | $71,297 | $204,517-65.1% | $69,480+2.6% | $77,775-8.3% |
| Participation rate | 91.0% | 74.6%+16.4pp | 74.6%+16.4pp | 73.2%+17.8pp |
| Annual return | 20.05% | 22.10%-2.1pp | 28.99%-8.9pp | 32.58%-12.5pp |
| Employer contribution / active EE | $2,573 | $3,548-27.5% | $2,780-7.5% | $2,504+2.7% |
| Participant deferral / active EE | $3,938 | $3,478+13.2% | $3,537+11.3% | $3,966-0.7% |
| Admin fee / account holder | $28 | $101-71.9% | $3,840-99.3% | $100-71.8% |