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| Provider | Service type | Compensation |
|---|---|---|
MULTNOMAH GROUP4 years Filed as: MULTNOMAH GROUP INC Service code 28 · EIN 20-0361079 | Investment Management | $17,504 |
SIKICH LLP5+ years Service code 10 · EIN 36-3168081 | Accounting | $11,340 |
TRAVERSE PLANNING3 years Filed as: TRAVERSE PARTNERS LLC Service code 26 · EIN 41-2188524 | Advisory (Participants) | $9,474 |
CHARLES SCHWAB & CO., INC.2 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $6,971 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB & CO., INC Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $2,967 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB & CO INC AND AFFILIA Service code 59 | Shareholder Servicing | $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 | $184,679 | $69,159+167.0% | $125,192+47.5% | $67,579+173.3% |
| Participation rate | 96.6% | 78.2%+18.4pp | 79.8%+16.8pp | 71.3%+25.3pp |
| Annual return | 22.18% | 27.12%-4.9pp | 43.79%-21.6pp | 378.56%-356.4pp |
| Employer contribution / active EE | $4,881 | $2,023+141.2% | $3,866+26.2% | $2,148+127.2% |
| Participant deferral / active EE | $8,112 | $3,700+119.3% | $4,937+64.3% | $3,539+129.2% |
| Admin fee / account holder | $148 | $142+4.6% | $9,704-98.5% | $142+4.2% |