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| Provider | Service type | Compensation |
|---|---|---|
MULTNOMAH GROUP1 year Filed as: MULTNOMAH GROUP, INC. Service code 27 · EIN 20-0361079 111 SW 5TH AVE · PORTLAND, OR 972043643 | Advisory (Plan) | $38,609 |
TIAA1 year Service code 64 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping Fees | $1,360 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,686 | $79,151+82.8% | $60,906+137.6% | $64,819+123.2% |
| Participation rate | 97.6% | 77.7%+19.9pp | 73.1%+24.5pp | 71.5%+26.1pp |
| Annual return | -3.97% | -7.12%+3.2pp | 16.94%-20.9pp | 32.84%-36.8pp |
| Employer contribution / active EE | $5,134 | $3,052+68.2% | $2,703+89.9% | $2,507+104.8% |
| Participant deferral / active EE | $3,999 | $3,727+7.3% | $3,814+4.9% | $4,311-7.2% |
| Admin fee / account holder | $26 | $106-75.8% | $3,227-99.2% | $188-86.4% |