Filed February 3, 2020
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| Provider | Service type | Compensation |
|---|---|---|
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $96,566 |
CROWE LLP3 years Service code 10 · EIN 35-0921680 | Accounting | $16,800 |
MULTNOMAH GROUP4 years Filed as: MULTNOMAH GROUP, INC Service code 28 · EIN 20-0361079 | Investment Management | $6,509 |
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 | $109,140 | $79,151+37.9% | $60,919+79.2% | $64,824+68.4% |
| Participation rate | 91.7% | 77.7%+14.0pp | 73.1%+18.6pp | 71.5%+20.3pp |
| Annual return | -6.46% | -7.12%+0.7pp | 16.96%-23.4pp | 32.84%-39.3pp |
| Employer contribution / active EE | $214 | $3,052-93.0% | $2,704-92.1% | $2,507-91.5% |
| Participant deferral / active EE | $5,066 | $3,727+35.9% | $3,814+32.8% | $4,311+17.5% |
| Admin fee / account holder | $121 | $106+14.1% | $3,228-96.3% | $188-35.8% |