Filed February 3, 2020
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| Provider | Service type | Compensation |
|---|---|---|
TIAA10+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $88,201 |
MULTNOMAH GROUP6 years Filed as: MULTNOMAH GROUP, INC Service code 28 · EIN 20-0361079 | Investment Management | $21,548 |
CROWE LLP6 years Service code 10 · EIN 35-0921680 | Accounting | $18,950 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,314 | $93,351+5.3% | $62,929+56.2% | $79,634+23.5% |
| Participation rate | 88.9% | 74.6%+14.3pp | 73.1%+15.8pp | 62.5%+26.4pp |
| Annual return | 9.50% | 14.37%-4.9pp | 1063.93%-1054.4pp | 36.46%-27.0pp |
| Employer contribution / active EE | $832 | $3,135-73.5% | $2,505-66.8% | $2,529-67.1% |
| Participant deferral / active EE | $0 | $3,921-100.0% | $3,888-100.0% | $3,835-100.0% |
| Admin fee / account holder | $145 | $229-36.6% | $5,065-97.1% | $1,002-85.5% |