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| Provider | Service type | Compensation |
|---|---|---|
TIAA5 years Filed as: TIAA-TEACHERS INS AND ANNITY ASSN Service code 13 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Contract Administrator | $95,814 |
MULTNOMAH GROUP2 years Filed as: MULTNOMAH GROUP, INC Service code 16 · EIN 20-0361079 111 SW 5TH AVE · PORTLAND, OR 972043643 | Consulting | $47,150 |
BAKER TILLY US, LLP2 years Service code 10 · EIN 39-0859910 PO BOX 7398 · MADISON, WI 537077398 | Accounting | $13,000 |
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 | $166,977 | $79,151+111.0% | $60,919+174.1% | $64,829+157.6% |
| Participation rate | 96.7% | 77.7%+19.0pp | 73.1%+23.6pp | 71.5%+25.2pp |
| Annual return | -11.03% | -7.12%-3.9pp | 16.98%-28.0pp | 32.85%-43.9pp |
| Employer contribution / active EE | $5,297 | $3,052+73.6% | $2,704+95.9% | $2,507+111.3% |
| Participant deferral / active EE | $5,308 | $3,727+42.4% | $3,814+39.1% | $4,312+23.1% |
| Admin fee / account holder | $93 | $106-11.9% | $3,226-97.1% | $188-50.4% |