Filed March 9, 2020
Total covered: 4 employees
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| Provider | Service type | Compensation |
|---|---|---|
TIAA4 years Service code 65 · EIN 13-1624203 | Account Maintenance | $44,475 |
ARMANINO LLP7 years Service code 10 · EIN 33-2514127 | Accounting | $23,500 |
MULTNOMAH GROUP5 years Filed as: MULTNOMAH GROUP, INC Service code 27 · EIN 20-0361079 | Advisory (Plan) | $15,075 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,762 | $69,745+139.1% | $67,511+147.0% | $74,546+123.7% |
| Participation rate | 95.3% | 71.3%+24.0pp | 72.9%+22.4pp | 67.2%+28.1pp |
| Annual return | 13.61% | -40.37%+54.0pp | 3517.41%-3503.8pp | 1366.03%-1352.4pp |
| Employer contribution / active EE | $6,468 | $2,705+139.1% | $2,733+136.7% | $2,624+146.5% |
| Participant deferral / active EE | $9,928 | $3,636+173.1% | $4,000+148.2% | $4,347+128.4% |
| Admin fee / account holder | $287 | $894-67.9% | $3,999-92.8% | $1,944-85.2% |