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| Provider | Service type | Compensation |
|---|---|---|
MULTNOMAH GROUP1 year Filed as: MULTNOMAH GROUP INC Service code 28 · EIN 20-0361079 | Investment Management | $10,897 |
SIKICH LLP2+ years Service code 10 · EIN 36-3168081 | Accounting | $10,600 |
Filed as: CHARLES SCHWAB & CO., INC Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $2,833 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO INC AND AFFILIA Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $0 |
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 | $156,865 | $63,924+145.4% | $108,582+44.5% | $55,167+184.3% |
| Participation rate | 99.1% | 74.3%+24.7pp | 79.6%+19.5pp | 69.0%+30.1pp |
| Annual return | 8.77% | 15.31%-6.5pp | -51.70%+60.5pp | 169.23%-160.5pp |
| Employer contribution / active EE | $5,184 | $1,879+175.9% | $3,758+37.9% | $1,963+164.1% |
| Participant deferral / active EE | $6,928 | $3,067+125.9% | $4,311+60.7% | $3,054+126.8% |
| Admin fee / account holder | $102 | $618-83.4% | $7,645-98.7% | $504-79.7% |