Filed May 11, 2021 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA6+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $41,564 |
MULTNOMAH GROUP3 years Filed as: MULTNOMAH GROUP, INC Service code 16 · EIN 20-0361079 | Consulting | $30,375 |
MOSS ADAMS LLP2 years Filed as: MOSS ADAMS, LLP Service code 10 · EIN 91-0189318 | Accounting | $12,700 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,492 | $94,833+68.2% | $75,696+110.7% | $86,799+83.7% |
| Participation rate | 95.7% | 79.1%+16.6pp | 74.8%+20.9pp | 72.3%+23.4pp |
| Annual return | 12.84% | 16.91%-4.1pp | 104.53%-91.7pp | 97.91%-85.1pp |
| Employer contribution / active EE | $2,711 | $2,904-6.6% | $2,743-1.1% | $2,405+12.7% |
| Participant deferral / active EE | $3,431 | $3,632-5.5% | $3,821-10.2% | $4,131-16.9% |
| Admin fee / account holder | $53 | $109-51.6% | $3,619-98.5% | $170-69.0% |