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| Provider | Service type | Compensation |
|---|---|---|
MULTNOMAH GROUP5+ years Service code 16 · EIN 20-0361079 | Consulting | $46,000 |
BAKER TILLY US, LLP3 years Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 · EIN 39-0859910 | Accounting | $14,900 |
TIAA2 years Filed as: TIAA-TEACHERS INS AND ANNITY ASSN Service code 13 · EIN 13-1624203 | Contract Administrator | $4,158 |
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 | $154,458 | $95,542+61.7% | $69,480+122.3% | $67,584+128.5% |
| Participation rate | 99.5% | 79.4%+20.1pp | 74.6%+24.9pp | 71.3%+28.2pp |
| Annual return | 18.86% | 17.67%+1.2pp | 28.99%-10.1pp | 378.59%-359.7pp |
| Employer contribution / active EE | $5,148 | $2,989+72.3% | $2,780+85.2% | $2,148+139.7% |
| Participant deferral / active EE | $4,740 | $3,263+45.3% | $3,537+34.0% | $3,540+33.9% |
| Admin fee / account holder | $39 | $90-56.9% | $3,840-99.0% | $142-72.8% |