Filed January 4, 2022 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.10+ years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $344,254 |
MULTNOMAH GROUP7 years Filed as: MULTNOMAH INVESTMENT GROUP Service code 27 111 SW FIFTH AVENUE SUITE 4000 · PORTLAND, OR 97204 | Advisory (Plan) | $65,707 |
MOSS ADAMS LLP3 years Service code 27 · EIN 91-0189318 | Advisory (Plan) | $22,050 |
CHARLES SCHWAB & CO., INC.10+ years Service code 18 · EIN 94-1737782 | Custodial (other than securities); Tr... | $339 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB TRUST BANK Service code 18 · EIN 82-3967259 | Trustee (bank, trust company, or simi... | $82 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,794 | $2,703,213-96.8% | $165,100-46.8% | $200,096-56.1% |
| Participation rate | 90.3% | 78.4%+11.9pp | 78.6%+11.7pp | 72.0%+18.3pp |
| Annual return | 14.13% | 17.97%-3.8pp | 70.21%-56.1pp | 34.26%-20.1pp |
| Employer contribution / active EE | $3,367 | $2,973+13.3% | $4,348-22.6% | $3,038+10.8% |
| Participant deferral / active EE | $5,914 | $5,021+17.8% | $6,035-2.0% | $5,090+16.2% |
| Admin fee / account holder | $82 | $1,999-95.9% | $12,696-99.4% | $269-69.5% |