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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 |
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 | $92,071+96.2% | $63,803+183.2% | $71,012+154.4% |
| Participation rate | 98.9% | 73.7%+25.2pp | 72.7%+26.2pp | 58.6%+40.4pp |
| Annual return | 10.73% | 13.14%-2.4pp | 543.72%-533.0pp | 37.67%-26.9pp |
| Employer contribution / active EE | $1,451 | $3,085-53.0% | $2,532-42.7% | $2,348-38.2% |
| Participant deferral / active EE | $2,612 | $3,765-30.6% | $3,843-32.0% | $3,246-19.5% |
| Admin fee / account holder | $91 | $227-60.1% | $5,196-98.3% | $1,167-92.2% |