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| Provider | Service type | Compensation |
|---|---|---|
TIAA4 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $91,575 |
MULTNOMAH GROUP4 years Filed as: MULTNOMAH GROUP, INC. Service code 27 · EIN 20-0361079 | Advisory (Plan) | $36,405 |
MOSS ADAMS LLP3 years Filed as: MOSS ADAMS Service code 10 · EIN 91-0189318 | Accounting | $6,700 |
PENTEGRA SERVICES, INC.1 year Service code 99 · EIN 13-3745616 | Other Fees | $6,205 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $180,677 | $93,351+93.5% | $62,929+187.1% | $79,634+126.9% |
| Participation rate | 98.9% | 74.6%+24.3pp | 73.1%+25.8pp | 62.5%+36.4pp |
| Annual return | 10.73% | 14.37%-3.6pp | 1063.93%-1053.2pp | 36.46%-25.7pp |
| Employer contribution / active EE | $1,451 | $3,135-53.7% | $2,505-42.1% | $2,529-42.6% |
| Participant deferral / active EE | $2,612 | $3,921-33.4% | $3,888-32.8% | $3,835-31.9% |
| Admin fee / account holder | $91 | $229-60.5% | $5,065-98.2% | $1,002-91.0% |