Filed February 3, 2020
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| Provider | Service type | Compensation |
|---|---|---|
MULTNOMAH GROUP1+ years Service code 28 · EIN 20-0361079 | Investment Management | $11,531 |
Filed as: FIDELITY INVESTMENTS INS OPERATIONS Service code 50 · EIN 04-2647786 | Direct Payment | $75 |
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 | $72,603 | $68,408+6.1% | $57,196+26.9% | $57,658+25.9% |
| Participation rate | 97.5% | 79.1%+18.3pp | 75.3%+22.1pp | 70.2%+27.3pp |
| Annual return | 11.35% | 8.51%+2.8pp | 14.59%-3.2pp | 5.13%+6.2pp |
| Employer contribution / active EE | $0 | $2,869-100.0% | $2,683-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $5,222 | $2,903+79.9% | $3,096+68.7% | $3,061+70.6% |
| Admin fee / account holder | $15 | $70-78.1% | $3,141-99.5% | $95-83.9% |