Filed December 14, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MULTNOMAH GROUP3+ years Service code 28 · EIN 20-0361079 | Investment Management | $25,468 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 15 · EIN 74-1625348 | Recordkeeping | $22,089 |
TIAA1 year Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 15 · EIN 13-1624203 | Recordkeeping | $2,175 |
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 | $115,756 | $74,552+55.3% | $63,018+83.7% | $69,631+66.2% |
| Participation rate | 96.5% | 78.3%+18.2pp | 74.8%+21.7pp | 70.7%+25.8pp |
| Annual return | 14.34% | 15.77%-1.4pp | 87.62%-73.3pp | 27571.02%-27556.7pp |
| Employer contribution / active EE | $5,874 | $2,929+100.5% | $2,761+112.8% | $2,032+189.1% |
| Participant deferral / active EE | $2,155 | $2,974-27.5% | $3,330-35.3% | $3,224-33.1% |
| Admin fee / account holder | $266 | $59+348.1% | $3,601-92.6% | $110+141.0% |