| Provider | Service type | Compensation |
|---|---|---|
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $244,056 |
MULTNOMAH GROUP1 year Filed as: MULTNOMAH GROUP, INC Service code 16 · EIN 20-0361079 | Consulting | $42,281 |
CLIFTONLARSONALLEN LLP1 year Service code 10 · EIN 41-0746749 | Accounting | $25,358 |
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 | $252,799 | $105,179+140.4% | $64,110+294.3% | $80,187+215.3% |
| Participation rate | 98.4% | 73.5%+24.9pp | 72.3%+26.1pp | 72.9%+25.5pp |
| Annual return | 15.04% | 20.34%-5.3pp | 33.75%-18.7pp | 40.40%-25.4pp |
| Employer contribution / active EE | $9,090 | $3,311+174.6% | $2,751+230.5% | $2,980+205.1% |
| Participant deferral / active EE | $8,454 | $4,020+110.3% | $3,883+117.7% | $5,016+68.5% |
| Admin fee / account holder | $69 | $113-38.7% | $3,071-97.7% | $145-52.1% |