Filed May 29, 2024 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA3+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $145,412 |
MULTNOMAH GROUP3+ years Filed as: MULTNOMAH GROUP, INC Service code 27 · EIN 20-0361079 | Advisory (Plan) | $78,110 |
CLARK NUBER3+ years Filed as: CLARK NUBER PS Service code 10 · EIN 91-1194016 | Accounting | $35,300 |
FID INV INST OPS CO1 year Filed as: FID INV INSTL OPS CO Service code 60 | Sub-TA Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,026 | $119,626+28.8% | $147,096+4.7% | $99,269+55.2% |
| Participation rate | 94.0% | 73.4%+20.6pp | 82.2%+11.8pp | 71.7%+22.3pp |
| Annual return | 13.66% | 28.81%-15.2pp | 419.75%-406.1pp | 17.66%-4.0pp |
| Employer contribution / active EE | $6,557 | $4,152+57.9% | $4,936+32.8% | $3,265+100.9% |
| Participant deferral / active EE | $8,147 | $7,997+1.9% | $8,071+0.9% | $5,344+52.5% |
| Admin fee / account holder | $27 | $150-82.3% | $13,005-99.8% | $109-75.7% |