Filed June 25, 2013 (most recent of 3 filings on file)
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.
| Provider | Service type | Compensation |
|---|---|---|
TIAA6 years Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 15 · EIN 13-1624203 | Recordkeeping | $323,180 |
MULTNOMAH GROUP1 year Filed as: MULTNOMAH GROUP, INC Service code 16 · EIN 20-0361079 | Consulting | $73,125 |
KUTAK ROCK LLP6 years Service code 29 · EIN 47-0597598 | Legal | $35,314 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,732 | $117,148+43.2% | $67,560+148.3% | $99,313+68.9% |
| Participation rate | 36.7% | 72.7%-35.9pp | 72.9%-36.2pp | 71.7%-35.0pp |
| Annual return | 11.94% | 14.15%-2.2pp | 3533.50%-3521.6pp | 17.67%-5.7pp |
| Employer contribution / active EE | $2,275 | $4,623-50.8% | $2,737-16.9% | $3,264-30.3% |
| Participant deferral / active EE | $2,511 | $4,782-47.5% | $4,004-37.3% | $5,346-53.0% |
| Admin fee / account holder | $79 | $50+58.1% | $3,994-98.0% | $109-27.5% |