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| Provider | Service type | Compensation |
|---|---|---|
TIAA4 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $114,048 |
MULTNOMAH GROUP4 years Filed as: MULTNOMAH GROUP, INC. Service code 27 · EIN 20-0361079 | Advisory (Plan) | $50,018 |
MOSS ADAMS LLP3 years Filed as: MOSS ADAMS Service code 10 · EIN 91-0189318 | Accounting | $17,400 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $177,580 | $83,575+112.5% | $66,439+167.3% | $65,191+172.4% |
| Participation rate | 98.9% | 71.6%+27.3pp | 74.5%+24.4pp | 63.0%+35.9pp |
| Annual return | 9.69% | 12.38%-2.7pp | 757.66%-748.0pp | 51.24%-41.5pp |
| Employer contribution / active EE | $3,003 | $2,903+3.4% | $2,637+13.9% | $2,400+25.1% |
| Participant deferral / active EE | $5,834 | $3,365+73.4% | $3,876+50.5% | $2,671+118.4% |
| Admin fee / account holder | $127 | $234-45.9% | $6,173-98.0% | $907-86.0% |