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| Provider | Service type | Compensation |
|---|---|---|
MULTNOMAH GROUP1+ years Service code 16 · EIN 20-0361079 | Consulting | $22,000 |
MOSS ADAMS LLP1+ years Service code 10 · EIN 91-0189318 | Accounting | $14,090 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,307 | $67,166+68.7% | $57,357+97.5% | $55,191+105.3% |
| Participation rate | 99.4% | 77.7%+21.7pp | 75.1%+24.3pp | 69.2%+30.2pp |
| Annual return | 2.31% | 4.22%-1.9pp | 24.41%-22.1pp | 10.78%-8.5pp |
| Employer contribution / active EE | $4,983 | $2,812+77.2% | $2,689+85.3% | $1,899+162.5% |
| Participant deferral / active EE | $4,357 | $2,835+53.7% | $3,162+37.8% | $3,046+43.0% |
| Admin fee / account holder | $23 | $44-48.0% | $3,357-99.3% | $91-75.1% |