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 GROUP5+ years Service code 16 · EIN 20-0361079 | Consulting | $78,125 |
HELLOWALLET, LLC1 year Filed as: HELLO WALLET LLC Service code 70 · EIN 26-3682567 | Consulting Fees | $15,625 |
KUTAK ROCK LLP1 year Service code 29 · EIN 47-0597598 | Legal | $12,272 |
TIAA1 year Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 15 · EIN 13-1624203 | Recordkeeping | $2,316 |
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 | $128,864 | $204,517-37.0% | $69,480+85.5% | $77,775+65.7% |
| Participation rate | 94.6% | 74.6%+20.0pp | 74.6%+20.0pp | 73.2%+21.4pp |
| Annual return | 18.65% | 22.10%-3.5pp | 28.99%-10.3pp | 32.58%-13.9pp |
| Employer contribution / active EE | $4,904 | $3,548+38.2% | $2,780+76.4% | $2,504+95.9% |
| Participant deferral / active EE | $4,941 | $3,478+42.1% | $3,537+39.7% | $3,966+24.6% |
| Admin fee / account holder | $20 | $101-80.3% | $3,840-99.5% | $100-80.2% |