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.
Annual investment return 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 | $93,351+33.9% | $62,929+98.7% | $79,634+57.0% |
| Participation rate | 92.7% | 74.6%+18.0pp | 73.1%+19.5pp | 62.5%+30.2pp |
| Annual return | 10.26% | 14.37%-4.1pp | 1063.93%-1053.7pp | 36.46%-26.2pp |
| Employer contribution / active EE | $239 | $3,135-92.4% | $2,505-90.4% | $2,529-90.5% |
| Participant deferral / active EE | $5,025 | $3,921+28.1% | $3,888+29.2% | $3,835+31.0% |
| Admin fee / account holder | $143 | $229-37.4% | $5,065-97.2% | $1,002-85.7% |