Filed May 11, 2021 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA9 years Service code 15 · EIN 13-1624203 | Recordkeeping | $146,815 |
MULTNOMAH GROUP6 years Filed as: MULTNOMAH GROUP, INC Service code 16 · EIN 20-0361079 | Consulting | $32,708 |
FORVIS, LLP1 year Filed as: FORVIS MAZARS, LLP Service code 10 · EIN 44-0160260 | Accounting | $5,400 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $156,250 | $91,692+70.4% | $67,561+131.3% | $77,714+101.1% |
| Participation rate | 95.6% | 76.0%+19.6pp | 72.9%+22.7pp | 70.6%+25.0pp |
| Annual return | 11.90% | 14.88%-3.0pp | 3525.44%-3513.5pp | 31.26%-19.4pp |
| Employer contribution / active EE | $3,243 | $3,188+1.7% | $2,735+18.6% | $2,727+18.9% |
| Participant deferral / active EE | $3,837 | $3,912-1.9% | $4,003-4.1% | $4,649-17.5% |
| Admin fee / account holder | $241 | $245-1.3% | $4,006-94.0% | $433-44.3% |