Filed May 11, 2021 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA9 years Service code 15 · EIN 13-1624203 | Recordkeeping | $146,815 |
MULTNOMAH GROUP6 years Filed as: MULTNOMAH GROUP, INC Service code 16 · EIN 20-0361079 | Consulting | $32,708 |
FORVIS, LLP1 year Filed as: FORVIS MAZARS, LLP Service code 10 · EIN 44-0160260 | Accounting | $5,400 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $156,250 | $91,621+70.5% | $67,511+131.4% | $77,671+101.2% |
| Participation rate | 95.6% | 76.0%+19.6pp | 72.9%+22.7pp | 70.6%+25.0pp |
| Annual return | 11.90% | 14.87%-3.0pp | 3517.41%-3505.5pp | 31.21%-19.3pp |
| Employer contribution / active EE | $3,243 | $3,184+1.9% | $2,733+18.7% | $2,726+18.9% |
| Participant deferral / active EE | $3,837 | $3,906-1.8% | $4,000-4.1% | $4,648-17.4% |
| Admin fee / account holder | $241 | $176+37.0% | $3,999-94.0% | $430-43.9% |