Filed February 3, 2020
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| Provider | Service type | Compensation |
|---|---|---|
TIAA7 years Service code 15 · EIN 13-1624203 | Recordkeeping | $81,465 |
MULTNOMAH GROUP6 years Filed as: MULTNOMAH GROUP, INC Service code 28 · EIN 20-0361079 | Investment Management | $55,380 |
CROWE LLP5 years Service code 10 · EIN 35-0921680 | Accounting | $19,750 |
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 | $125,252 | $91,695+36.6% | $67,575+85.4% | $77,736+61.1% |
| Participation rate | 93.1% | 76.0%+17.1pp | 72.9%+20.2pp | 70.6%+22.5pp |
| Annual return | 14.08% | 14.88%-0.8pp | 3528.98%-3514.9pp | 31.26%-17.2pp |
| Employer contribution / active EE | $143 | $3,189-95.5% | $2,736-94.8% | $2,728-94.8% |
| Participant deferral / active EE | $4,684 | $3,912+19.7% | $4,003+17.0% | $4,651+0.7% |
| Admin fee / account holder | $162 | $245-33.8% | $3,993-95.9% | $433-62.6% |