Filed December 14, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 15 · EIN 74-1625348 | Recordkeeping | $26,014 |
MULTNOMAH GROUP1+ years Service code 14 · EIN 20-0361079 | Plan Administrator | $13,288 |
TIAA1+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $2,200 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $88,580 | $67,166+31.9% | $57,356+54.4% | $55,191+60.5% |
| Participation rate | 66.9% | 77.7%-10.8pp | 75.1%-8.2pp | 69.2%-2.3pp |
| Annual return | 1.67% | 4.22%-2.5pp | 24.41%-22.7pp | 10.78%-9.1pp |
| Employer contribution / active EE | $3,483 | $2,812+23.9% | $2,689+29.5% | $1,899+83.4% |
| Participant deferral / active EE | $1,425 | $2,835-49.7% | $3,162-54.9% | $3,046-53.2% |
| Admin fee / account holder | $38 | $44-11.8% | $3,357-98.9% | $91-57.7% |