Filed May 29, 2024 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA1+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $629,606 |
MULTNOMAH GROUP1+ years Filed as: MULTNOMAH GROUP, INC Service code 28 · EIN 20-0361079 | Investment Management | $55,762 |
CLARK NUBER1+ years Filed as: CLARK NUBER PS Service code 10 · EIN 91-1194016 | Accounting | $29,400 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,444 | $93,773+23.1% | $125,401-7.9% | $78,104+47.8% |
| Participation rate | 96.6% | 75.6%+21.0pp | 82.4%+14.2pp | 74.5%+22.1pp |
| Annual return | -15.07% | 277.78%-292.9pp | 572.53%-587.6pp | 10.90%-26.0pp |
| Employer contribution / active EE | $6,144 | $3,678+67.1% | $4,816+27.6% | $3,128+96.5% |
| Participant deferral / active EE | $7,390 | $6,971+6.0% | $7,448-0.8% | $5,089+45.2% |
| Admin fee / account holder | $73 | $67+9.5% | $10,008-99.3% | $79-7.1% |