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| Provider | Service type | Compensation |
|---|---|---|
TIAA3 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $91,762 |
MULTNOMAH GROUP3 years Filed as: MULTNOMAH GROUP, INC. Service code 27 · EIN 20-0361079 | Advisory (Plan) | $29,861 |
MOSS ADAMS LLP2 years Filed as: MOSS ADAMS Service code 10 · EIN 91-0189318 | Accounting | $18,000 |
Service code 16 · EIN 26-1233837 | Consulting | $5,288 |
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 | $164,766 | $91,680+79.7% | $67,524+144.0% | $77,692+112.1% |
| Participation rate | 98.5% | 76.0%+22.5pp | 72.9%+25.6pp | 70.6%+27.9pp |
| Annual return | 16.41% | 14.87%+1.5pp | 3519.41%-3503.0pp | 31.25%-14.8pp |
| Employer contribution / active EE | $2,932 | $3,186-8.0% | $2,734+7.3% | $2,726+7.6% |
| Participant deferral / active EE | $5,212 | $3,909+33.4% | $4,001+30.3% | $4,648+12.1% |
| Admin fee / account holder | $100 | $176-43.0% | $4,001-97.5% | $431-76.7% |