Filed February 3, 2020
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| Provider | Service type | Compensation |
|---|---|---|
MULTNOMAH GROUP2+ years Service code 28 · EIN 20-0361079 | Investment Management | $15,663 |
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 | $152,193 | $74,552+104.1% | $63,018+141.5% | $69,631+118.6% |
| Participation rate | 80.2% | 78.3%+1.9pp | 74.8%+5.4pp | 70.7%+9.5pp |
| Annual return | 94.99% | 15.77%+79.2pp | 87.62%+7.4pp | 27571.02%-27476.0pp |
| Employer contribution / active EE | $0 | $2,929-100.0% | $2,761-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $4,392 | $2,974+47.7% | $3,330+31.9% | $3,224+36.2% |
| Admin fee / account holder | $22 | $59-62.4% | $3,601-99.4% | $110-79.8% |