Filed May 29, 2024 (most recent of 3 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 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
TIAA2+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $624,282 |
MULTNOMAH GROUP2+ years Filed as: MULTNOMAH GROUP, INC Service code 27 · EIN 20-0361079 | Advisory (Plan) | $76,205 |
CLARK NUBER2+ years Filed as: CLARK NUBER PS Service code 10 · EIN 91-1194016 | Accounting | $34,100 |
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 | $134,520 | $121,599+10.6% | $135,998-1.1% | $103,657+29.8% |
| Participation rate | 90.1% | 76.2%+13.9pp | 81.9%+8.2pp | 73.4%+16.7pp |
| Annual return | 17.77% | 26.09%-8.3pp | 68.37%-50.6pp | 33.13%-15.4pp |
| Employer contribution / active EE | $5,619 | $4,627+21.4% | $4,860+15.6% | $3,216+74.7% |
| Participant deferral / active EE | $7,044 | $7,782-9.5% | $7,761-9.2% | $5,218+35.0% |
| Admin fee / account holder | $74 | $76-2.5% | $10,769-99.3% | $114-35.3% |