Filed February 3, 2020
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| Provider | Service type | Compensation |
|---|---|---|
MULTNOMAH GROUP3+ years Service code 28 · EIN 20-0361079 | Investment Management | $20,656 |
CROWE LLP1 year Filed as: CROWE HORWATH LLP Service code 10 · EIN 35-0921680 | Accounting | $7,150 |
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $3,541 |
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 | $106,538 | $70,083+52.0% | $59,899+77.9% | $55,725+91.2% |
| Participation rate | 97.2% | 78.4%+18.8pp | 74.7%+22.5pp | 70.9%+26.3pp |
| Annual return | 7.58% | 3.13%+4.5pp | 3.46%+4.1pp | 244.93%-237.3pp |
| Employer contribution / active EE | $2,436 | $2,878-15.4% | $2,723-10.5% | $2,078+17.2% |
| Participant deferral / active EE | $2,825 | $3,079-8.2% | $3,402-17.0% | $3,356-15.8% |
| Admin fee / account holder | $30 | $70-56.9% | $3,592-99.2% | $115-73.7% |