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| Provider | Service type | Compensation |
|---|---|---|
MULTNOMAH GROUP3+ years Service code 28 · EIN 20-0361079 | Investment Management | $18,000 |
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 | $124,780 | $74,552+67.4% | $63,018+98.0% | $69,631+79.2% |
| Participation rate | 97.9% | 78.3%+19.6pp | 74.8%+23.1pp | 70.7%+27.2pp |
| Annual return | 15.09% | 15.77%-0.7pp | 87.62%-72.5pp | 27571.02%-27555.9pp |
| Employer contribution / active EE | $6,231 | $2,929+112.7% | $2,761+125.7% | $2,032+206.6% |
| Participant deferral / active EE | $4,472 | $2,974+50.4% | $3,330+34.3% | $3,224+38.7% |
| Admin fee / account holder | $13 | $59-78.3% | $3,601-99.6% | $110-88.3% |