Filed May 11, 2021 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MULTNOMAH GROUP2 years Filed as: MULTNOMAH GROUP, INC Service code 16 · EIN 20-0361079 | Consulting | $30,000 |
MOSS ADAMS LLP1 year Filed as: MOSS ADAMS, LLP Service code 10 · EIN 91-0189318 | Accounting | $12,400 |
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $3,553 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,380 | $84,948+60.5% | $70,494+93.5% | $73,412+85.8% |
| Participation rate | 97.0% | 79.9%+17.1pp | 75.1%+21.9pp | 72.2%+24.8pp |
| Annual return | 13.00% | 13.39%-0.4pp | 109.16%-96.2pp | 59.30%-46.3pp |
| Employer contribution / active EE | $3,983 | $2,834+40.6% | $2,738+45.5% | $2,234+78.3% |
| Participant deferral / active EE | $3,616 | $3,387+6.8% | $3,711-2.6% | $3,806-5.0% |
| Admin fee / account holder | $29 | $98-70.4% | $3,848-99.2% | $158-81.6% |