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 | Shareholder servicing fees; Custodial... | $339 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB TRUST BANK Service code 18 · EIN 82-3967259 | Trustee (directed); Shareholder servi... | $82 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,794 | $2,687,218-96.7% | $164,975-46.8% | $199,921-56.1% |
| Participation rate | 90.3% | 78.3%+12.1pp | 78.6%+11.7pp | 72.0%+18.3pp |
| Annual return | 14.13% | 17.94%-3.8pp | 70.12%-56.0pp | 34.28%-20.2pp |
| Employer contribution / active EE | $3,367 | $2,958+13.8% | $4,343-22.5% | $3,035+10.9% |
| Participant deferral / active EE | $5,914 | $5,002+18.2% | $6,033-2.0% | $5,089+16.2% |
| Admin fee / account holder | $82 | $1,988-95.9% | $12,688-99.4% | $269-69.5% |