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 GROUP4+ years Service code 16 · EIN 20-0361079 | Consulting | $46,875 |
TIAA4+ years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 15 · EIN 13-1624203 | Recordkeeping | $779 |
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 | $113,305 | $87,173+30.0% | $59,899+89.2% | $75,289+50.5% |
| Participation rate | 95.1% | 74.5%+20.7pp | 74.7%+20.4pp | 72.4%+22.7pp |
| Annual return | -2.29% | -2.14%-0.2pp | 3.46%-5.8pp | -0.04%-2.3pp |
| Employer contribution / active EE | $4,723 | $3,473+36.0% | $2,723+73.5% | $2,405+96.4% |
| Participant deferral / active EE | $4,664 | $3,379+38.0% | $3,403+37.1% | $3,739+24.7% |
| Admin fee / account holder | $9 | $75-87.7% | $3,592-99.7% | $102-91.0% |