Filed May 29, 2024 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS INSTL OPS Service code 13 · EIN 04-2647786 | Contract Administrator | $331,885 |
MULTNOMAH GROUP4+ years Filed as: MULTNOMAH GROUP, INC Service code 27 · EIN 20-0361079 | Advisory (Plan) | $79,087 |
CLARK NUBER4+ years Filed as: CLARK NUBER PS Service code 10 · EIN 91-1194016 | Accounting | $41,370 |
TIAA4+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $5,002 |
FID INV INST OPS CO2 years Filed as: FID INV INSTL OPS CO Service code 60 | Sub-TA Fees | $0 |
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 | $164,327 | $126,505+29.9% | $147,318+11.5% | $126,505+29.9% |
| Participation rate | 94.6% | 81.0%+13.5pp | 82.1%+12.5pp | 81.0%+13.5pp |
| Annual return | 16.96% | 14.86%+2.1pp | 70.43%-53.5pp | 14.86%+2.1pp |
| Employer contribution / active EE | $7,243 | $4,041+79.2% | $4,593+57.7% | $4,041+79.2% |
| Participant deferral / active EE | $9,267 | $6,313+46.8% | $7,906+17.2% | $6,313+46.8% |
| Admin fee / account holder | $44 | $145-69.6% | $13,708-99.7% | $145-69.6% |