Filed December 14, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA7+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $112,639 |
MULTNOMAH GROUP3 years Filed as: MULTNOMAH GROUP, INC Service code 28 · EIN 20-0361079 | Investment Management | $36,000 |
Filed as: VARIABLE ANNUITY INS CO. Service code 15 · EIN 74-1625348 | Recordkeeping | $7,356 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,076 | $94,833+61.4% | $75,717+102.2% | $86,813+76.3% |
| Participation rate | 90.8% | 79.1%+11.7pp | 74.8%+16.0pp | 72.3%+18.5pp |
| Annual return | 12.53% | 16.91%-4.4pp | 104.58%-92.1pp | 97.93%-85.4pp |
| Employer contribution / active EE | $233 | $2,904-92.0% | $2,743-91.5% | $2,406-90.3% |
| Participant deferral / active EE | $3,535 | $3,632-2.7% | $3,821-7.5% | $4,131-14.4% |
| Admin fee / account holder | $175 | $109+60.7% | $3,619-95.2% | $170+2.9% |