Filed February 3, 2020
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| Provider | Service type | Compensation |
|---|---|---|
TIAA8 years Service code 15 · EIN 13-1624203 | Recordkeeping | $74,154 |
MULTNOMAH GROUP7 years Filed as: MULTNOMAH GROUP, INC Service code 28 · EIN 20-0361079 | Investment Management | $35,562 |
CROWE LLP6 years Service code 10 · EIN 35-0921680 | Accounting | $20,550 |
SAUL EWING5 years Filed as: SAUL EWING ARNSTEIN & LEHR Service code 29 · EIN 23-1416352 | Legal | $8,525 |
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 | $125,033 | $83,575+49.6% | $66,439+88.2% | $65,191+91.8% |
| Participation rate | 92.7% | 71.6%+21.1pp | 74.5%+18.2pp | 63.0%+29.7pp |
| Annual return | 10.26% | 12.38%-2.1pp | 757.66%-747.4pp | 51.24%-41.0pp |
| Employer contribution / active EE | $239 | $2,903-91.8% | $2,637-90.9% | $2,400-90.0% |
| Participant deferral / active EE | $5,025 | $3,365+49.3% | $3,876+29.6% | $2,671+88.1% |
| Admin fee / account holder | $143 | $234-38.8% | $6,173-97.7% | $907-84.2% |