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 | $69,774+139.0% | $67,561+146.8% | $74,429+124.1% |
| Participation rate | 95.3% | 71.4%+23.9pp | 72.9%+22.4pp | 67.2%+28.1pp |
| Annual return | 13.61% | -40.53%+54.1pp | 3525.44%-3511.8pp | 1368.38%-1354.8pp |
| Employer contribution / active EE | $6,468 | $2,710+138.7% | $2,735+136.5% | $2,625+146.4% |
| Participant deferral / active EE | $9,928 | $3,636+173.0% | $4,003+148.0% | $4,348+128.3% |
| Admin fee / account holder | $287 | $890-67.7% | $4,006-92.8% | $1,944-85.2% |