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| Provider | Service type | Compensation |
|---|---|---|
MULTNOMAH GROUP3+ years Service code 27 · EIN 20-0361079 | Advisory (Plan) | $46,250 |
MOSS ADAMS LLP3+ years Service code 10 · EIN 91-0189318 | Accounting | $12,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $120,471 | $70,083+71.9% | $59,899+101.1% | $55,725+116.2% |
| Participation rate | 98.9% | 78.4%+20.5pp | 74.7%+24.2pp | 70.9%+28.0pp |
| Annual return | 10.76% | 3.13%+7.6pp | 3.46%+7.3pp | 244.93%-234.2pp |
| Employer contribution / active EE | $5,412 | $2,878+88.0% | $2,723+98.8% | $2,078+160.4% |
| Participant deferral / active EE | $3,985 | $3,079+29.5% | $3,402+17.1% | $3,356+18.8% |
| Admin fee / account holder | $41 | $70-41.7% | $3,592-98.9% | $115-64.4% |