Filed December 14, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MULTNOMAH GROUP4+ years Service code 28 · EIN 20-0361079 | Investment Management | $34,120 |
TIAA4+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $3,689 |
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 | $110,158 | $70,083+57.2% | $59,899+83.9% | $55,725+97.7% |
| Participation rate | 100.0% | 78.4%+21.6pp | 74.7%+25.3pp | 70.9%+29.1pp |
| Annual return | -3.10% | 3.13%-6.2pp | 3.46%-6.6pp | 244.93%-248.0pp |
| Employer contribution / active EE | $5,088 | $2,878+76.8% | $2,723+86.9% | $2,078+144.8% |
| Participant deferral / active EE | $2,444 | $3,079-20.6% | $3,402-28.2% | $3,356-27.2% |
| Admin fee / account holder | $298 | $70+324.5% | $3,592-91.7% | $115+159.1% |