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.
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| Provider | Service type | Compensation |
|---|---|---|
MULTNOMAH GROUP1+ years Service code 16 · EIN 20-0361079 | Consulting | $60,000 |
HELLOWALLET, LLC1+ years Service code 28 · EIN 26-3682567 | Investment Management | $12,000 |
TIAA1+ years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 15 · EIN 13-1624203 | Recordkeeping | $2,123 |
METLIFE LIFE INSURANCE COMPANY1+ years Filed as: METLIFE INSURANCE COMPANY Service code 13 · EIN 06-0566090 | Contract Administrator | $1,396 |
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 | $109,038 | $112,772-3.3% | $57,349+90.1% | $59,188+84.2% |
| Participation rate | 96.8% | 71.3%+25.5pp | 75.1%+21.8pp | 69.4%+27.4pp |
| Annual return | 2.56% | 0.85%+1.7pp | 24.40%-21.8pp | 5.51%-3.0pp |
| Employer contribution / active EE | $4,993 | $3,400+46.8% | $2,689+85.7% | $2,098+138.0% |
| Participant deferral / active EE | $4,646 | $3,010+54.3% | $3,162+46.9% | $3,265+42.3% |
| Admin fee / account holder | $16 | $144-89.1% | $3,356-99.5% | $92-83.1% |