Filed February 3, 2020
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| Provider | Service type | Compensation |
|---|---|---|
MULTNOMAH GROUP1+ years Service code 28 · EIN 20-0361079 | Investment Management | $11,531 |
TIAA1+ years Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 15 · EIN 13-1624203 | Recordkeeping | $2,292 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $105,798 | $52,467+101.6% | $57,196+85.0% | $55,167+91.8% |
| Participation rate | 94.4% | 75.8%+18.6pp | 75.3%+19.1pp | 69.0%+25.5pp |
| Annual return | 9.63% | 7.72%+1.9pp | 14.59%-5.0pp | 169.23%-159.6pp |
| Employer contribution / active EE | $2,187 | $2,477-11.7% | $2,683-18.5% | $1,963+11.4% |
| Participant deferral / active EE | $854 | $2,830-69.8% | $3,096-72.4% | $3,054-72.0% |
| Admin fee / account holder | $32 | $269-88.3% | $3,141-99.0% | $504-93.7% |