Filed January 4, 2022 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.8+ years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $386,608 |
MULTNOMAH GROUP5 years Filed as: MULTNOMAH INVESTMENT GROUP Service code 27 111 SW FIFTH AVENUE SUITE 4000 · PORTLAND, OR 97204 | Advisory (Plan) | $64,500 |
MOSS ADAMS LLP1 year Service code 27 · EIN 91-0189318 | Advisory (Plan) | $18,900 |
PERKINS & CO2 years Filed as: PERKINS & COMPANY Service code 27 · EIN 93-0928924 | Advisory (Plan) | $1,456 |
CHARLES SCHWAB & CO., INC.8+ years Service code 18 · EIN 94-1737782 | Trustee (directed); Trustee (bank, tr... | $340 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST BANK Service code 18 · EIN 82-3967259 | Trustee (bank, trust company, or simi... | $65 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,055 | $84,000-21.4% | $119,628-44.8% | $77,906-15.2% |
| Participation rate | 86.6% | 77.8%+8.8pp | 79.3%+7.3pp | 73.7%+12.9pp |
| Annual return | -16.15% | -11.59%-4.6pp | -14.98%-1.2pp | 12.16%-28.3pp |
| Employer contribution / active EE | $3,097 | $2,907+6.5% | $4,232-26.8% | $2,846+8.8% |
| Participant deferral / active EE | $5,312 | $4,705+12.9% | $5,601-5.2% | $4,805+10.5% |
| Admin fee / account holder | $97 | $116-16.2% | $10,330-99.1% | $133-26.8% |