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| Provider | Service type | Compensation |
|---|---|---|
MULTNOMAH GROUP2 years Filed as: MULTNOMAH GROUP, INC Service code 28 · EIN 20-0361079 | Investment Management | $59,137 |
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $467 |
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 | $150,774 | $84,948+77.5% | $70,494+113.9% | $73,412+105.4% |
| Participation rate | 98.7% | 79.9%+18.7pp | 75.1%+23.6pp | 72.2%+26.5pp |
| Annual return | 14.20% | 13.39%+0.8pp | 109.16%-95.0pp | 59.30%-45.1pp |
| Employer contribution / active EE | $6,546 | $2,834+131.0% | $2,738+139.1% | $2,234+193.0% |
| Participant deferral / active EE | $5,426 | $3,387+60.2% | $3,711+46.2% | $3,806+42.6% |
| Admin fee / account holder | $42 | $98-57.5% | $3,848-98.9% | $158-73.6% |