Filed May 8, 2006 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
MULTNOMAH GROUP6+ years Filed as: MULTNOMAH GROUP, INC Service code 28 · EIN 20-0361079 | Investment Management | $45,000 |
SHEA LABAGH DOBBERSTEIN1 year Filed as: SHEA LABAGH DOBBERSTEIN, CPA, INC. Service code 10 · EIN 94-2290202 | Accounting | $38,000 |
WILLIS TOWERS WATSON US LLC6+ years Filed as: TOWERS WATSON DELAWARE INC. Service code 28 · EIN 53-0181291 | Investment Management | $8,098 |
TIAA6+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $5,259 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $153,357 | $127,481+20.3% | $149,751+2.4% | $90,274+69.9% |
| Participation rate | 93.9% | 78.2%+15.7pp | 82.5%+11.5pp | 73.4%+20.6pp |
| Annual return | 11.57% | 57.78%-46.2pp | 276.71%-265.1pp | 53.97%-42.4pp |
| Employer contribution / active EE | $5,568 | $3,448+61.5% | $4,646+19.9% | $2,523+120.7% |
| Participant deferral / active EE | $1,389 | $6,975-80.1% | $6,843-79.7% | $4,231-67.2% |
| Admin fee / account holder | $17 | $152-88.5% | $9,312-99.8% | $114-84.7% |