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| Provider | Service type | Compensation |
|---|---|---|
MULTNOMAH GROUP4+ years Service code 16 · EIN 20-0361079 | Consulting | $46,500 |
BAKER TILLY US, LLP2 years Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 · EIN 39-0859910 | Accounting | $11,924 |
TIAA1 year Filed as: TIAA-TEACHERS INS AND ANNITY ASSN Service code 13 · EIN 13-1624203 | Contract Administrator | $182 |
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 | $133,275 | $70,083+90.2% | $59,899+122.5% | $55,727+139.2% |
| Participation rate | 99.6% | 78.4%+21.3pp | 74.7%+24.9pp | 70.9%+28.8pp |
| Annual return | -2.31% | 3.13%-5.4pp | 3.46%-5.8pp | 244.94%-247.3pp |
| Employer contribution / active EE | $5,038 | $2,878+75.0% | $2,723+85.0% | $2,078+142.4% |
| Participant deferral / active EE | $4,595 | $3,079+49.3% | $3,403+35.0% | $3,356+36.9% |
| Admin fee / account holder | $35 | $70-50.5% | $3,592-99.0% | $115-69.8% |