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| Provider | Service type | Compensation |
|---|---|---|
MULTNOMAH GROUP3 years Filed as: MULTNOMAH GROUP, INC Service code 28 · EIN 20-0361079 | Investment Management | $40,646 |
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $6,039 |
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 | $164,959 | $94,833+73.9% | $75,714+117.9% | $86,821+90.0% |
| Participation rate | 93.5% | 79.1%+14.4pp | 74.8%+18.6pp | 72.3%+21.2pp |
| Annual return | 13.31% | 16.91%-3.6pp | 104.62%-91.3pp | 97.94%-84.6pp |
| Employer contribution / active EE | $6,554 | $2,904+125.7% | $2,744+138.9% | $2,406+172.4% |
| Participant deferral / active EE | $5,661 | $3,632+55.9% | $3,820+48.2% | $4,132+37.0% |
| Admin fee / account holder | $32 | $109-70.4% | $3,619-99.1% | $170-81.0% |