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| Provider | Service type | Compensation |
|---|---|---|
TIAA9 years Service code 15 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping | $82,776 |
MULTNOMAH GROUP2 years Filed as: MULTNOMAH GROUP INC Service code 16 · EIN 20-0361079 111 SW 5TH AVENUE SUITE 4000 · PORTLAND, OR 972043643 | Consulting | $48,031 |
BAKER TILLY US, LLP4 years Service code 10 · EIN 30-1413443 PO BOX 7398 · MADISON, WI 537077398 | Accounting | $14,625 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $203,765 | $91,680+122.3% | $67,524+201.8% | $77,692+162.3% |
| Participation rate | 99.0% | 76.0%+23.0pp | 72.9%+26.1pp | 70.6%+28.4pp |
| Annual return | 11.98% | 14.87%-2.9pp | 3519.41%-3507.4pp | 31.25%-19.3pp |
| Employer contribution / active EE | $5,822 | $3,186+82.7% | $2,734+112.9% | $2,726+113.5% |
| Participant deferral / active EE | $5,786 | $3,909+48.0% | $4,001+44.6% | $4,648+24.5% |
| Admin fee / account holder | $88 | $176-50.1% | $4,001-97.8% | $431-79.6% |