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 GROUP2+ years Service code 16 · EIN 20-0361079 | Consulting | $61,200 |
HELLOWALLET, LLC2+ years Service code 28 · EIN 26-3682567 | Investment Management | $12,000 |
METLIFE LIFE INSURANCE COMPANY2+ years Filed as: METLIFE INSURANCE COMPANY Service code 13 · EIN 06-0566090 | Contract Administrator | $1,262 |
TIAA2+ years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 15 · EIN 13-1624203 | Recordkeeping | $498 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,614 | $85,199+32.2% | $57,179+97.0% | $63,975+76.0% |
| Participation rate | 96.5% | 74.0%+22.4pp | 75.3%+21.1pp | 71.1%+25.3pp |
| Annual return | 7.48% | 10.43%-3.0pp | 14.59%-7.1pp | 48.65%-41.2pp |
| Employer contribution / active EE | $4,775 | $3,446+38.6% | $2,682+78.0% | $2,182+118.9% |
| Participant deferral / active EE | $4,551 | $3,109+46.4% | $3,096+47.0% | $3,356+35.6% |
| Admin fee / account holder | $15 | $39-61.0% | $3,139-99.5% | $70-78.6% |