Filed December 14, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MULTNOMAH GROUP2+ years Service code 14 · EIN 20-0361079 | Plan Administrator | $25,322 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 15 · EIN 74-1625348 | Recordkeeping | $24,520 |
TIAA2+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $1,594 |
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 | $99,773 | $68,408+45.8% | $57,196+74.4% | $57,658+73.0% |
| Participation rate | 96.2% | 79.1%+17.1pp | 75.3%+20.9pp | 70.2%+26.0pp |
| Annual return | 8.84% | 8.51%+0.3pp | 14.59%-5.8pp | 5.13%+3.7pp |
| Employer contribution / active EE | $5,899 | $2,869+105.6% | $2,683+119.9% | $1,974+198.9% |
| Participant deferral / active EE | $2,410 | $2,903-17.0% | $3,096-22.2% | $3,061-21.3% |
| Admin fee / account holder | $50 | $70-28.2% | $3,141-98.4% | $95-47.1% |