Filed December 14, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA8+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $82,118 |
MULTNOMAH GROUP1 year Filed as: MULTNOMAH GROUP INC. Service code 28 · EIN 20-0361079 | Investment Management | $35,875 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,872 | $79,151+64.1% | $60,906+113.2% | $64,819+100.4% |
| Participation rate | 94.3% | 77.7%+16.6pp | 73.1%+21.2pp | 71.5%+22.9pp |
| Annual return | -12.12% | -7.12%-5.0pp | 16.94%-29.1pp | 32.84%-45.0pp |
| Employer contribution / active EE | $1,368 | $3,052-55.2% | $2,703-49.4% | $2,507-45.4% |
| Participant deferral / active EE | $3,975 | $3,727+6.6% | $3,814+4.2% | $4,311-7.8% |
| Admin fee / account holder | $116 | $106+9.9% | $3,227-96.4% | $188-38.1% |