Filed May 11, 2021 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MULTNOMAH GROUP2+ years Service code 28 · EIN 20-0361079 | Investment Management | $28,000 |
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $2,254 |
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 | $107,282 | $68,408+56.8% | $57,196+87.6% | $57,658+86.1% |
| Participation rate | 97.1% | 79.1%+18.0pp | 75.3%+21.8pp | 70.2%+26.9pp |
| Annual return | 7.47% | 8.51%-1.0pp | 14.59%-7.1pp | 5.13%+2.3pp |
| Employer contribution / active EE | $5,076 | $2,869+76.9% | $2,683+89.2% | $1,974+157.2% |
| Participant deferral / active EE | $3,642 | $2,903+25.5% | $3,096+17.6% | $3,061+19.0% |
| Admin fee / account holder | $17 | $70-75.0% | $3,141-99.4% | $95-81.6% |