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| Provider | Service type | Compensation |
|---|---|---|
TIAA6 years Service code 15 · EIN 13-1624203 | Recordkeeping | $202,474 |
MULTNOMAH GROUP4 years Filed as: MULTNOMAH GROUP, INC Service code 27 · EIN 20-0361079 | Advisory (Plan) | $36,969 |
LINCOLN NATIONAL CORPORATION2 years Filed as: LINCOLN FINANCIAL GROUP Service code 13 · EIN 35-0472300 | Contract Administrator | $400 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $79,855 | $120,057-33.5% | $75,728+5.5% | $93,010-14.1% |
| Participation rate | 89.5% | 77.3%+12.2pp | 74.8%+14.7pp | 73.9%+15.6pp |
| Annual return | 13.19% | 19.62%-6.4pp | 104.66%-91.5pp | 158.70%-145.5pp |
| Employer contribution / active EE | $2,675 | $3,253-17.8% | $2,743-2.5% | $2,705-1.1% |
| Participant deferral / active EE | $4,039 | $4,089-1.2% | $3,820+5.7% | $4,561-11.5% |
| Admin fee / account holder | $79 | $81-2.7% | $3,620-97.8% | $152-47.8% |