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 GROUP2 years Filed as: MULTNOMAH GROUP, INC. Service code 27 · EIN 20-0361079 111 SW 5TH AVE · PORTLAND, OR 972043643 | Advisory (Plan) | $39,572 |
MOSS ADAMS LLP1 year Filed as: MOSS ADAMS Service code 10 · EIN 91-0189318 999 3RD AVE · SEATTLE, WA 981044002 | Accounting | $17,000 |
Service code 16 · EIN 26-1233837 19825B NORTH COVE ROAD · CORNELIUS, NC 280316445 | Consulting | $5,112 |
TIAA2 years Service code 64 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping Fees | $2,750 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,050 | $83,884+71.7% | $64,099+124.7% | $74,440+93.5% |
| Participation rate | 97.4% | 76.6%+20.8pp | 72.3%+25.1pp | 70.7%+26.7pp |
| Annual return | 1.55% | 16.57%-15.0pp | 33.70%-32.2pp | 34.37%-32.8pp |
| Employer contribution / active EE | $4,128 | $3,084+33.9% | $2,748+50.2% | $2,638+56.5% |
| Participant deferral / active EE | $4,758 | $3,692+28.9% | $3,881+22.6% | $4,529+5.1% |
| Admin fee / account holder | $41 | $196-79.1% | $3,070-98.7% | $348-88.2% |