Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MULTNOMAH GROUP5+ years Service code 27 · EIN 20-0361079 | Advisory (Plan) | $46,250 |
MOSS ADAMS LLP5+ years Service code 10 · EIN 91-0189318 | Accounting | $13,680 |
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 | $125,206 | $84,948+47.4% | $70,476+77.7% | $73,412+70.6% |
| Participation rate | 99.2% | 79.9%+19.2pp | 75.1%+24.1pp | 72.2%+27.0pp |
| Annual return | 7.86% | 13.39%-5.5pp | 109.12%-101.3pp | 59.30%-51.4pp |
| Employer contribution / active EE | $5,556 | $2,834+96.1% | $2,738+102.9% | $2,234+148.8% |
| Participant deferral / active EE | $4,166 | $3,387+23.0% | $3,710+12.3% | $3,806+9.5% |
| Admin fee / account holder | $38 | $98-60.9% | $3,847-99.0% | $158-75.7% |