Filed January 19, 2017 (most recent of 4 filings on file)
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| 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 | $69,774+169.3% | $67,561+178.1% | $74,429+152.4% |
| Participation rate | 94.5% | 71.4%+23.2pp | 72.9%+21.6pp | 67.2%+27.3pp |
| Annual return | 15.33% | -40.53%+55.9pp | 3525.44%-3510.1pp | 1368.38%-1353.1pp |
| Employer contribution / active EE | $8,144 | $2,710+200.5% | $2,735+197.8% | $2,625+210.3% |
| Participant deferral / active EE | $9,647 | $3,636+165.3% | $4,003+141.0% | $4,348+121.9% |
| Admin fee / account holder | $293 | $890-67.1% | $4,006-92.7% | $1,944-84.9% |