Filed June 14, 2021
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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO7 years Filed as: FID INV INSTL OPS CO Service code 50 · EIN 04-2647786 | Direct Payment | $224,783 |
MULTINOMAH GROUP, INC1 year Filed as: MULTINOMAH GROUP INC Service code 16 · EIN 20-0361079 | Consulting | $9,960 |
FID INV INST OPS CO10+ years Service code 60 | Sub-TA Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,594 | $113,568+15.0% | $67,560+93.3% | $200,096-34.7% |
| Participation rate | 82.3% | 73.3%+8.9pp | 72.9%+9.3pp | 72.0%+10.2pp |
| Annual return | 13.26% | 15.88%-2.6pp | 3533.50%-3520.2pp | 34.26%-21.0pp |
| Employer contribution / active EE | $5,511 | $3,409+61.7% | $2,737+101.4% | $3,038+81.4% |
| Participant deferral / active EE | $5,779 | $4,163+38.8% | $4,004+44.3% | $5,090+13.5% |
| Admin fee / account holder | $64 | $102-37.5% | $3,994-98.4% | $269-76.2% |