Filed February 3, 2020
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| Provider | Service type | Compensation |
|---|---|---|
TIAA6 years Service code 15 · EIN 13-1624203 | Recordkeeping | $83,036 |
MULTNOMAH GROUP5 years Filed as: MULTNOMAH GROUP, INC Service code 28 · EIN 20-0361079 | Investment Management | $17,889 |
CROWE LLP4 years Service code 10 · EIN 35-0921680 | Accounting | $13,860 |
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 | $113,284 | $83,884+35.0% | $64,097+76.7% | $74,473+52.1% |
| Participation rate | 92.0% | 76.6%+15.3pp | 72.3%+19.6pp | 70.7%+21.2pp |
| Annual return | 13.01% | 16.57%-3.6pp | 33.75%-20.7pp | 34.36%-21.4pp |
| Employer contribution / active EE | $163 | $3,084-94.7% | $2,750-94.1% | $2,638-93.8% |
| Participant deferral / active EE | $4,691 | $3,692+27.1% | $3,881+20.9% | $4,530+3.6% |
| Admin fee / account holder | $113 | $196-42.4% | $3,070-96.3% | $347-67.4% |