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 |
|---|---|---|
TIAA5 years Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 15 · EIN 13-1624203 | Recordkeeping | $256,394 |
KUTAK ROCK LLP5 years Service code 29 · EIN 47-0597598 | Legal | $37,270 |
MULTNOMAH GROUP9+ years Service code 16 · EIN 20-0361079 | Consulting | $29,250 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,087 | $111,545+37.2% | $64,110+138.8% | $103,657+47.7% |
| Participation rate | 37.3% | 74.9%-37.6pp | 72.3%-35.0pp | 73.4%-36.0pp |
| Annual return | 15.54% | 17.80%-2.3pp | 33.75%-18.2pp | 33.13%-17.6pp |
| Employer contribution / active EE | $2,091 | $4,573-54.3% | $2,751-24.0% | $3,216-35.0% |
| Participant deferral / active EE | $2,302 | $4,715-51.2% | $3,883-40.7% | $5,218-55.9% |
| Admin fee / account holder | $58 | $45+29.3% | $3,071-98.1% | $114-48.9% |