Filed January 19, 2017 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA8+ years Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping Fees | $30,871 |
MULTNOMAH GROUP4 years Filed as: MULTNOMAH GROUP, INC. Service code 27 · EIN 20-0361079 111 SW 5TH AVENUE · PORTLAND, OR 972043643 | Advisory (Plan) | $28,030 |
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 | $149,025 | $60,989+144.3% | $60,919+144.6% | $66,949+122.6% |
| Participation rate | 73.0% | 74.5%-1.5pp | 73.1%-0.1pp | 69.8%+3.1pp |
| Annual return | -12.27% | -9.60%-2.7pp | 16.96%-29.2pp | 1.57%-13.8pp |
| Employer contribution / active EE | $6,572 | $2,661+147.0% | $2,704+143.1% | $2,545+158.2% |
| Participant deferral / active EE | $7,731 | $3,615+113.9% | $3,814+102.7% | $4,239+82.4% |
| Admin fee / account holder | $200 | $338-40.8% | $3,228-93.8% | $594-66.3% |