Filed December 9, 2014
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 |
|---|---|---|
TIAA6 years Service code 15 · EIN 13-1624203 | Recordkeeping | $113,132 |
MULTNOMAH GROUP3 years Filed as: MULTNOMAH GROUP, INC Service code 28 · EIN 20-0361079 | Investment Management | $53,186 |
INSERO & CO. CPAS, LLP6 years Filed as: INSERO & COMPANY Service code 10 · EIN 47-5324570 | Accounting | $30,133 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $202,043 | $94,836+113.0% | $75,728+166.8% | $86,828+132.7% |
| Participation rate | 95.5% | 79.1%+16.4pp | 74.8%+20.7pp | 72.3%+23.2pp |
| Annual return | 13.17% | 16.90%-3.7pp | 104.66%-91.5pp | 97.95%-84.8pp |
| Employer contribution / active EE | $4,731 | $2,908+62.7% | $2,743+72.4% | $2,406+96.6% |
| Participant deferral / active EE | $6,562 | $3,632+80.7% | $3,820+71.8% | $4,132+58.8% |
| Admin fee / account holder | $107 | $108-1.2% | $3,620-97.0% | $170-36.8% |