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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $0 |
MULTNOMAH GROUP1 year Filed as: MULTNOMAH GROUP INC. Service code 27 · EIN 20-0361079 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,513 | $76,696+16.7% | $96,538-7.3% | $71,529+25.1% |
| Participation rate | 65.0% | 66.6%-1.5pp | 74.3%-9.3pp | 67.9%-2.9pp |
| Annual return | 12.58% | 48.32%-35.7pp | 35.74%-23.2pp | 28.97%-16.4pp |
| Employer contribution / active EE | $1,314 | $3,032-56.6% | $3,740-64.9% | $2,590-49.2% |
| Participant deferral / active EE | $5,543 | $3,770+47.0% | $4,880+13.6% | $4,291+29.2% |
| Admin fee / account holder | $306 | $2,030-84.9% | $6,737-95.5% | $1,588-80.7% |