Filed May 11, 2021 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MULTNOMAH GROUP1+ years Service code 28 · EIN 20-0361079 | Investment Management | $28,000 |
TIAA1+ years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 15 · EIN 13-1624203 | Recordkeeping | $126 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,744 | $67,166+54.5% | $57,356+80.9% | $55,191+88.0% |
| Participation rate | 98.3% | 77.7%+20.6pp | 75.1%+23.2pp | 69.2%+29.1pp |
| Annual return | 2.01% | 4.22%-2.2pp | 24.41%-22.4pp | 10.78%-8.8pp |
| Employer contribution / active EE | $5,015 | $2,812+78.3% | $2,689+86.5% | $1,899+164.1% |
| Participant deferral / active EE | $3,490 | $2,835+23.1% | $3,162+10.4% | $3,046+14.6% |
| Admin fee / account holder | $17 | $44-61.2% | $3,357-99.5% | $91-81.4% |