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 |
|---|---|---|
MULTNOMAH GROUP3+ years Service code 16 · EIN 20-0361079 | Consulting | $62,500 |
HELLOWALLET, LLC3+ years Service code 28 · EIN 26-3682567 | Investment Management | $24,000 |
TIAA3+ years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 15 · EIN 13-1624203 | Recordkeeping | $238 |
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 | $122,052 | $92,091+32.5% | $63,018+93.7% | $77,958+56.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 74.8%+25.2pp | 71.6%+28.4pp |
| Annual return | 14.96% | 16.23%-1.3pp | 87.63%-72.7pp | 20.87%-5.9pp |
| Employer contribution / active EE | $4,656 | $3,424+36.0% | $2,761+68.6% | $2,310+101.5% |
| Participant deferral / active EE | $4,503 | $3,361+34.0% | $3,330+35.2% | $3,537+27.3% |
| Admin fee / account holder | $17 | $48-64.9% | $3,601-99.5% | $97-82.7% |