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| Provider | Service type | Compensation |
|---|---|---|
MULTNOMAH GROUP4+ years Service code 27 · EIN 20-0361079 | Advisory (Plan) | $27,750 |
MOSS ADAMS LLP4+ years Service code 10 · EIN 91-0189318 | Accounting | $15,820 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,612 | $95,542+29.4% | $69,464+78.0% | $67,579+82.9% |
| Participation rate | 99.3% | 79.4%+19.9pp | 74.6%+24.7pp | 71.3%+28.0pp |
| Annual return | 3.72% | 17.67%-14.0pp | 28.98%-25.3pp | 378.56%-374.8pp |
| Employer contribution / active EE | $5,604 | $2,989+87.5% | $2,779+101.6% | $2,148+160.9% |
| Participant deferral / active EE | $4,237 | $3,263+29.9% | $3,536+19.8% | $3,539+19.7% |
| Admin fee / account holder | $34 | $90-62.0% | $3,840-99.1% | $142-76.0% |