Filed February 3, 2020
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| Provider | Service type | Compensation |
|---|---|---|
TIAA8+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $84,152 |
MULTNOMAH GROUP4 years Filed as: MULTNOMAH GROUP, INC Service code 28 · EIN 20-0361079 | Investment Management | $26,685 |
CROWE LLP4 years Service code 10 · EIN 35-0921680 | Accounting | $17,050 |
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 | $81,573 | $83,884-2.8% | $64,097+27.3% | $74,473+9.5% |
| Participation rate | 95.2% | 76.6%+18.6pp | 72.3%+22.9pp | 70.7%+24.4pp |
| Annual return | 8.68% | 16.57%-7.9pp | 33.75%-25.1pp | 34.36%-25.7pp |
| Employer contribution / active EE | $528 | $3,084-82.9% | $2,750-80.8% | $2,638-80.0% |
| Participant deferral / active EE | $0 | $3,692-100.0% | $3,881-100.0% | $4,530-100.0% |
| Admin fee / account holder | $136 | $196-30.9% | $3,070-95.6% | $347-60.9% |