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 |
|---|---|---|
TIAA4 years Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 15 · EIN 13-1624203 | Recordkeeping | $229,738 |
KUTAK ROCK LLP4 years Service code 29 · EIN 47-0597598 | Legal | $60,656 |
MULTNOMAH GROUP8+ years Service code 16 · EIN 20-0361079 | Consulting | $59,250 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,593 | $98,780+37.3% | $60,919+122.6% | $77,906+74.0% |
| Participation rate | 93.1% | 76.7%+16.4pp | 73.1%+20.0pp | 73.7%+19.4pp |
| Annual return | -12.02% | -11.56%-0.5pp | 16.98%-29.0pp | 12.16%-24.2pp |
| Employer contribution / active EE | $5,244 | $3,605+45.5% | $2,704+94.0% | $2,846+84.2% |
| Participant deferral / active EE | $5,743 | $4,200+36.7% | $3,814+50.6% | $4,805+19.5% |
| Admin fee / account holder | $63 | $89-28.9% | $3,226-98.0% | $133-52.5% |