Filed May 11, 2021 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MULTNOMAH GROUP4+ years Service code 16 · EIN 20-0364973 | Consulting | $28,000 |
MOSS ADAMS LLP1 year Filed as: MOSS ADAMS Service code 10 · EIN 91-0189318 | Accounting | $11,800 |
TIAA4+ years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 15 · EIN 13-1624203 | Recordkeeping | $7,565 |
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 | $110,552 | $70,083+57.7% | $59,899+84.6% | $55,725+98.4% |
| Participation rate | 97.9% | 78.4%+19.5pp | 74.7%+23.2pp | 70.9%+27.1pp |
| Annual return | -2.32% | 3.13%-5.4pp | 3.46%-5.8pp | 244.93%-247.2pp |
| Employer contribution / active EE | $4,968 | $2,878+72.6% | $2,723+82.4% | $2,078+139.0% |
| Participant deferral / active EE | $3,763 | $3,079+22.2% | $3,402+10.6% | $3,356+12.2% |
| Admin fee / account holder | $28 | $70-59.7% | $3,592-99.2% | $115-75.4% |