Filed May 11, 2021 (most recent of 4 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
TIAA7 years Service code 15 · EIN 13-1624203 | Recordkeeping | $161,010 |
MULTNOMAH GROUP4 years Filed as: MULTNOMAH GROUP, INC Service code 16 · EIN 20-0361079 | Consulting | $31,134 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,699 | $79,151+70.2% | $60,919+121.1% | $64,824+107.8% |
| Participation rate | 95.8% | 77.7%+18.1pp | 73.1%+22.7pp | 71.5%+24.4pp |
| Annual return | -12.65% | -7.12%-5.5pp | 16.96%-29.6pp | 32.84%-45.5pp |
| Employer contribution / active EE | $5,370 | $3,052+75.9% | $2,704+98.6% | $2,507+114.2% |
| Participant deferral / active EE | $4,457 | $3,727+19.6% | $3,814+16.8% | $4,311+3.4% |
| Admin fee / account holder | $252 | $106+138.5% | $3,228-92.2% | $188+34.2% |