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| Provider | Service type | Compensation |
|---|---|---|
MULTNOMAH GROUP6+ years Service code 16 · EIN 20-0361079 111 SW 5TH AVE · PORTLAND, OR 972043643 | Consulting | $46,000 |
BAKER TILLY US, LLP4 years Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 · EIN 39-0859910 PO BOX 78975 · MILWAUKEE, WI 532788975 | Accounting | $12,700 |
TIAA3 years Filed as: TIAA-TEACHERS INS AND ANNITY ASSN Service code 13 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Contract Administrator | $525 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $178,074 | $84,948+109.6% | $70,492+152.6% | $73,415+142.6% |
| Participation rate | 99.1% | 79.9%+19.1pp | 75.1%+24.0pp | 72.2%+26.9pp |
| Annual return | 12.55% | 13.39%-0.8pp | 109.16%-96.6pp | 59.30%-46.7pp |
| Employer contribution / active EE | $5,501 | $2,834+94.1% | $2,738+100.9% | $2,234+146.3% |
| Participant deferral / active EE | $5,067 | $3,387+49.6% | $3,711+36.5% | $3,806+33.1% |
| Admin fee / account holder | $36 | $98-62.9% | $3,848-99.1% | $158-77.0% |