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| Provider | Service type | Compensation |
|---|---|---|
MULTNOMAH GROUP2+ years Service code 16 · EIN 20-0361079 | Consulting | $44,000 |
MOSS ADAMS LLP1 year Filed as: MOSS-ADAMS LLP Service code 10 · EIN 91-0189318 | Accounting | $15,450 |
TIAA1 year Service code 13 · EIN 13-1624203 | Contract Administrator | $1,752 |
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 | $119,619 | $68,408+74.9% | $57,196+109.1% | $57,661+107.5% |
| Participation rate | 99.4% | 79.1%+20.3pp | 75.3%+24.1pp | 70.2%+29.2pp |
| Annual return | 7.60% | 8.51%-0.9pp | 14.59%-7.0pp | 5.13%+2.5pp |
| Employer contribution / active EE | $4,859 | $2,869+69.3% | $2,683+81.1% | $1,974+146.2% |
| Participant deferral / active EE | $4,195 | $2,903+44.5% | $3,096+35.5% | $3,061+37.0% |
| Admin fee / account holder | $35 | $70-49.4% | $3,141-98.9% | $95-62.7% |