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 | $84,045+48.8% | $77,361+61.6% | $69,255+80.5% |
| Participation rate | 92.7% | 71.8%+20.9pp | 75.0%+17.7pp | 69.0%+23.6pp |
| Annual return | 10.26% | 12.46%-2.2pp | 1011.54%-1001.3pp | 26.73%-16.5pp |
| Employer contribution / active EE | $239 | $2,954-91.9% | $2,990-92.0% | $2,645-91.0% |
| Participant deferral / active EE | $5,025 | $3,349+50.0% | $3,911+28.5% | $2,890+73.8% |
| Admin fee / account holder | $143 | $239-40.0% | $5,894-97.6% | $733-80.4% |