Filed January 19, 2017 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MULTNOMAH GROUP1 year Filed as: MULTNOMAH GROUP, INC. Service code 27 · EIN 20-0361079 111 SW 5TH AVE · PORTLAND, OR 972043643 | Advisory (Plan) | $28,822 |
TIAA5+ years Service code 64 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 10017 | Recordkeeping Fees | $25,622 |
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 | $149,858 | $60,795+146.5% | $69,483+115.7% | $65,186+129.9% |
| Participation rate | 100.0% | 74.9%+25.1pp | 74.6%+25.4pp | 70.2%+29.8pp |
| Annual return | 19.51% | 17.46%+2.0pp | 28.99%-9.5pp | 29.39%-9.9pp |
| Employer contribution / active EE | $7,900 | $2,452+222.2% | $2,780+184.2% | $2,177+262.9% |
| Participant deferral / active EE | $9,544 | $3,162+201.9% | $3,537+169.9% | $3,514+171.6% |
| Admin fee / account holder | $199 | $314-36.5% | $3,841-94.8% | $847-76.5% |