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| Provider | Service type | Compensation |
|---|---|---|
TIAA7 years Service code 15 · EIN 13-1624203 | Recordkeeping | $151,349 |
MULTNOMAH GROUP5 years Filed as: MULTNOMAH GROUP, INC Service code 27 · EIN 20-0361079 | Advisory (Plan) | $37,890 |
LINCOLN NATIONAL CORPORATION8+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $325 |
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 | $49,061 | $98,780-50.3% | $60,919-19.5% | $77,906-37.0% |
| Participation rate | 91.1% | 76.7%+14.4pp | 73.1%+18.0pp | 73.7%+17.4pp |
| Annual return | -9.89% | -11.56%+1.7pp | 16.98%-26.9pp | 12.16%-22.0pp |
| Employer contribution / active EE | $2,118 | $3,605-41.2% | $2,704-21.7% | $2,846-25.6% |
| Participant deferral / active EE | $3,271 | $4,200-22.1% | $3,814-14.3% | $4,805-31.9% |
| Admin fee / account holder | $42 | $89-52.8% | $3,226-98.7% | $133-68.4% |