Filed December 14, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA6+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $194,931 |
MULTNOMAH GROUP2 years Filed as: MULTNOMAH GROUP, INC Service code 28 · EIN 20-0361079 | Investment Management | $45,000 |
Filed as: VARIABLE ANNUITY INS CO. Service code 15 · EIN 74-1625348 | Recordkeeping | $6,510 |
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 | $134,235 | $84,948+58.0% | $70,494+90.4% | $73,412+82.9% |
| Participation rate | 95.9% | 79.9%+16.0pp | 75.1%+20.9pp | 72.2%+23.8pp |
| Annual return | 12.58% | 13.39%-0.8pp | 109.16%-96.6pp | 59.30%-46.7pp |
| Employer contribution / active EE | $3,694 | $2,834+30.3% | $2,738+34.9% | $2,234+65.4% |
| Participant deferral / active EE | $2,777 | $3,387-18.0% | $3,711-25.2% | $3,806-27.0% |
| Admin fee / account holder | $258 | $98+163.3% | $3,848-93.3% | $158+63.6% |