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| Provider | Service type | Compensation |
|---|---|---|
MULTNOMAH GROUP4+ years Service code 28 · EIN 20-0361079 | Investment Management | $37,000 |
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $4,415 |
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 | $114,704 | $70,083+63.7% | $59,899+91.5% | $55,725+105.8% |
| Participation rate | 99.0% | 78.4%+20.6pp | 74.7%+24.3pp | 70.9%+28.2pp |
| Annual return | -3.12% | 3.13%-6.2pp | 3.46%-6.6pp | 244.93%-248.1pp |
| Employer contribution / active EE | $6,070 | $2,878+110.9% | $2,723+122.9% | $2,078+192.1% |
| Participant deferral / active EE | $4,491 | $3,079+45.9% | $3,402+32.0% | $3,356+33.8% |
| Admin fee / account holder | $29 | $70-59.3% | $3,592-99.2% | $115-75.2% |