Filed March 19, 2003
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
TIAA5 years Service code 28 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Investment Management | $198,802 |
MULTNOMAH GROUP8 years Filed as: MULTNOMAH GROUP, INC Service code 16 · EIN 20-0361079 111 SW 5TH AVE STE 4000 · PORTLAND, OR 97204 | Consulting | $49,994 |
CLIFTONLARSONALLEN LLP6 years Service code 10 · EIN 41-0746749 220 S 6TH ST STE 300 · MINNEAPOLIS, MN 55402 | Accounting | $17,430 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $180,163 | $91,695+96.5% | $67,575+166.6% | $77,736+131.8% |
| Participation rate | 98.3% | 76.0%+22.3pp | 72.9%+25.4pp | 70.6%+27.7pp |
| Annual return | 11.34% | 14.88%-3.5pp | 3528.98%-3517.6pp | 31.26%-19.9pp |
| Employer contribution / active EE | $7,322 | $3,189+129.6% | $2,736+167.7% | $2,728+168.4% |
| Participant deferral / active EE | $5,545 | $3,912+41.7% | $4,003+38.5% | $4,651+19.2% |
| Admin fee / account holder | $121 | $245-50.7% | $3,993-97.0% | $433-72.2% |