Filed January 4, 2022 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.6+ years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $363,002 |
MULTNOMAH GROUP3 years Filed as: MULTNOMAH INVESTMENT GROUP Service code 27 111 SW FIFTH AVENUE SUITE 4000 · PORTLAND, OR 97204 | Advisory (Plan) | $65,375 |
PERKINS & CO4 years Service code 27 1211 SW FIFTH AVENUE SUITE 1000 · PORTLAND, OR 97204 | Advisory (Plan) | $12,250 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 18 · EIN 82-3967259 | Trustee (bank, trust company, or simi... | $110 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,223 | $82,783+9.0% | $133,982-32.7% | $90,274-0.1% |
| Participation rate | 79.8% | 81.3%-1.5pp | 79.8%0pp | 73.4%+6.5pp |
| Annual return | 16.31% | 21.89%-5.6pp | 45.10%-28.8pp | 53.97%-37.7pp |
| Employer contribution / active EE | $3,003 | $2,388+25.7% | $3,919-23.4% | $2,523+19.0% |
| Participant deferral / active EE | $5,198 | $4,291+21.2% | $5,047+3.0% | $4,231+22.9% |
| Admin fee / account holder | $124 | $93+33.7% | $8,930-98.6% | $114+8.8% |