| Provider | Service type | Compensation |
|---|---|---|
TIAA6 years Service code 15 · EIN 13-1624203 | Recordkeeping | $249,272 |
MULTNOMAH GROUP2 years Filed as: MULTNOMAH GROUP, INC Service code 16 · EIN 20-0361079 | Consulting | $57,780 |
CLIFTONLARSONALLEN LLP2 years Service code 10 · EIN 41-0746749 | Accounting | $26,618 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $272,913 | $113,568+140.3% | $67,560+304.0% | $200,096+36.4% |
| Participation rate | 98.7% | 73.3%+25.4pp | 72.9%+25.8pp | 72.0%+26.7pp |
| Annual return | 12.01% | 15.88%-3.9pp | 3533.50%-3521.5pp | 34.26%-22.2pp |
| Employer contribution / active EE | $9,461 | $3,409+177.5% | $2,737+245.7% | $3,038+211.5% |
| Participant deferral / active EE | $9,021 | $4,163+116.7% | $4,004+125.3% | $5,090+77.2% |
| Admin fee / account holder | $74 | $102-27.7% | $3,994-98.1% | $269-72.5% |