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| Provider | Service type | Compensation |
|---|---|---|
MULTNOMAH GROUP1+ years Service code 28 · EIN 20-0361079 | Investment Management | $26,870 |
TIAA1+ years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 15 · EIN 13-1624203 | Recordkeeping | $2,941 |
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 | $96,888 | $67,166+44.3% | $57,356+68.9% | $55,191+75.5% |
| Participation rate | 99.5% | 77.7%+21.8pp | 75.1%+24.4pp | 69.2%+30.3pp |
| Annual return | 1.74% | 4.22%-2.5pp | 24.41%-22.7pp | 10.78%-9.0pp |
| Employer contribution / active EE | $6,088 | $2,812+116.5% | $2,689+126.4% | $1,899+220.6% |
| Participant deferral / active EE | $4,011 | $2,835+41.5% | $3,162+26.9% | $3,046+31.7% |
| Admin fee / account holder | $20 | $44-53.3% | $3,357-99.4% | $91-77.6% |