Filed May 11, 2021 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MULTNOMAH GROUP3+ years Service code 28 · EIN 20-0361079 | Investment Management | $28,000 |
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $11,196 |
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 | $117,257 | $74,552+57.3% | $63,018+86.1% | $69,631+68.4% |
| Participation rate | 98.1% | 78.3%+19.8pp | 74.8%+23.3pp | 70.7%+27.4pp |
| Annual return | 14.17% | 15.77%-1.6pp | 87.62%-73.4pp | 27571.02%-27556.8pp |
| Employer contribution / active EE | $4,982 | $2,929+70.1% | $2,761+80.5% | $2,032+145.2% |
| Participant deferral / active EE | $3,688 | $2,974+24.0% | $3,330+10.8% | $3,224+14.4% |
| Admin fee / account holder | $22 | $59-62.4% | $3,601-99.4% | $110-79.8% |