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 |
|---|---|---|
TIAA3 years Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 15 · EIN 13-1624203 | Recordkeeping | $284,488 |
KUTAK ROCK LLP3 years Service code 29 · EIN 47-0597598 | Legal | $81,487 |
MULTNOMAH GROUP7+ years Service code 16 · EIN 20-0361079 | Consulting | $76,500 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,583 | $120,057+31.3% | $75,728+108.1% | $93,010+69.4% |
| Participation rate | 93.5% | 77.3%+16.2pp | 74.8%+18.7pp | 73.9%+19.6pp |
| Annual return | 12.83% | 19.62%-6.8pp | 104.66%-91.8pp | 158.70%-145.9pp |
| Employer contribution / active EE | $4,248 | $3,253+30.6% | $2,743+54.8% | $2,705+57.0% |
| Participant deferral / active EE | $5,535 | $4,089+35.4% | $3,820+44.9% | $4,561+21.4% |
| Admin fee / account holder | $81 | $81-1.1% | $3,620-97.8% | $152-46.9% |