Filed February 3, 2020
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| Provider | Service type | Compensation |
|---|---|---|
TIAA8 years Service code 15 · EIN 13-1624203 | Recordkeeping | $74,154 |
MULTNOMAH GROUP7 years Filed as: MULTNOMAH GROUP, INC Service code 28 · EIN 20-0361079 | Investment Management | $35,562 |
CROWE LLP6 years Service code 10 · EIN 35-0921680 | Accounting | $20,550 |
SAUL EWING5 years Filed as: SAUL EWING ARNSTEIN & LEHR Service code 29 · EIN 23-1416352 | Legal | $8,525 |
Employer 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 | $125,033 | $86,795+44.1% | $67,681+84.7% | $64,728+93.2% |
| Participation rate | 92.7% | 71.7%+21.0pp | 73.7%+18.9pp | 57.9%+34.8pp |
| Annual return | 10.26% | 12.58%-2.3pp | 590.58%-580.3pp | 49.38%-39.1pp |
| Employer contribution / active EE | $239 | $2,837-91.6% | $2,678-91.1% | $2,243-89.3% |
| Participant deferral / active EE | $5,025 | $3,430+46.5% | $3,976+26.4% | $2,729+84.1% |
| Admin fee / account holder | $143 | $238-39.8% | $6,100-97.6% | $1,145-87.5% |