Filed December 14, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA10+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $80,263 |
MULTNOMAH GROUP1 year Filed as: MULTNOMAH GROUP, INC. Service code 16 · EIN 20-0361079 | Consulting | $38,710 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,400 | $91,710+55.3% | $67,560+110.8% | $77,762+83.1% |
| Participation rate | 95.0% | 76.0%+19.0pp | 72.9%+22.1pp | 70.6%+24.4pp |
| Annual return | 11.19% | 14.88%-3.7pp | 3533.50%-3522.3pp | 31.27%-20.1pp |
| Employer contribution / active EE | $1,377 | $3,187-56.8% | $2,737-49.7% | $2,728-49.5% |
| Participant deferral / active EE | $3,426 | $3,911-12.4% | $4,004-14.4% | $4,651-26.3% |
| Admin fee / account holder | $144 | $245-41.3% | $3,994-96.4% | $433-66.8% |