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| Provider | Service type | Compensation |
|---|---|---|
TIAA7 years Service code 15 · EIN 13-1624203 | Recordkeeping | $158,524 |
MULTNOMAH GROUP2 years Filed as: MULTNOMAH GROUP, INC. Service code 28 · EIN 20-0361079 | Investment Management | $56,961 |
INSERO & CO. CPAS, LLP2 years Filed as: INSERO & COMPANY CPAS, LLP Service code 10 · EIN 47-5324570 | Accounting | $16,000 |
Service code 16 · EIN 26-1233837 | Consulting | $6,643 |
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 | $171,966 | $91,710+87.5% | $67,560+154.5% | $77,762+121.1% |
| Participation rate | 87.6% | 76.0%+11.6pp | 72.9%+14.7pp | 70.6%+17.0pp |
| Annual return | 12.54% | 14.88%-2.3pp | 3533.50%-3521.0pp | 31.27%-18.7pp |
| Employer contribution / active EE | $6,753 | $3,187+111.9% | $2,737+146.8% | $2,728+147.6% |
| Participant deferral / active EE | $6,049 | $3,911+54.7% | $4,004+51.1% | $4,651+30.1% |
| Admin fee / account holder | $161 | $245-34.4% | $3,994-96.0% | $433-62.9% |