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| Provider | Service type | Compensation |
|---|---|---|
MULTNOMAH GROUP4 years Filed as: MULTNOMAH GROUP, INC Service code 28 · EIN 20-0361079 | Investment Management | $39,469 |
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $2,669 |
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 | $140,881 | $79,151+78.0% | $60,919+131.3% | $64,824+117.3% |
| Participation rate | 93.0% | 77.7%+15.3pp | 73.1%+19.9pp | 71.5%+21.5pp |
| Annual return | -12.61% | -7.12%-5.5pp | 16.96%-29.6pp | 32.84%-45.5pp |
| Employer contribution / active EE | $6,410 | $3,052+110.0% | $2,704+137.1% | $2,507+155.7% |
| Participant deferral / active EE | $5,739 | $3,727+54.0% | $3,814+50.5% | $4,311+33.1% |
| Admin fee / account holder | $30 | $106-71.3% | $3,228-99.1% | $188-83.8% |