Filed January 19, 2017 (most recent of 4 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
TIAA10+ years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $44,525 |
MULTNOMAH GROUP6 years Filed as: MULTNOMAH GROUP, INC. Service code 27 · EIN 20-0361079 | Advisory (Plan) | $27,000 |
CHARLES SCHWAB & CO., INC.2 years Filed as: HOOD & STRONG LLP Service code 10 · EIN 94-1254756 | Accounting | $10,500 |
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 | $187,891 | $69,708+169.5% | $67,560+178.1% | $74,478+152.3% |
| Participation rate | 94.5% | 71.4%+23.1pp | 72.9%+21.6pp | 67.2%+27.3pp |
| Annual return | 15.33% | -40.67%+56.0pp | 3533.50%-3518.2pp | 1370.56%-1355.2pp |
| Employer contribution / active EE | $8,144 | $2,715+200.0% | $2,737+197.6% | $2,626+210.1% |
| Participant deferral / active EE | $9,647 | $3,637+165.3% | $4,004+140.9% | $4,350+121.8% |
| Admin fee / account holder | $293 | $887-67.0% | $3,994-92.7% | $1,946-84.9% |