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| Provider | Service type | Compensation |
|---|---|---|
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $182,704 |
MULTNOMAH GROUP3 years Filed as: MULTNOMAH GROUP, INC Service code 28 · EIN 20-0361079 | Investment Management | $27,110 |
Filed as: LINCOLN FINANCIAL GROUP Service code 23 · EIN 35-0472300 | Insurance services; Direct payment fr... | $18,491 |
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 | $77,080 | $105,581-27.0% | $70,492+9.3% | $90,274-14.6% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.1%+24.9pp | 73.4%+26.6pp |
| Annual return | 12.92% | 14.78%-1.9pp | 109.16%-96.2pp | 53.97%-41.0pp |
| Employer contribution / active EE | $3,165 | $3,304-4.2% | $2,738+15.6% | $2,523+25.4% |
| Participant deferral / active EE | $4,914 | $3,813+28.9% | $3,711+32.4% | $4,231+16.2% |
| Admin fee / account holder | $83 | $68+22.4% | $3,848-97.9% | $114-27.5% |