Filed March 9, 2020
Total covered: 4 employees
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| Provider | Service type | Compensation |
|---|---|---|
MULTNOMAH GROUP1 year Filed as: MULTNOMAH GROUP, INC Service code 27 · EIN 20-0361079 111 SW 5TH AVE · PORTLAND, OR 972043643 | Advisory (Plan) | $22,500 |
ARMANINO LLP3 years Service code 10 · EIN 94-6214841 | Accounting | $19,000 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,038 | $65,322+114.4% | $70,476+98.7% | $73,493+90.5% |
| Participation rate | 94.9% | 77.0%+18.0pp | 75.1%+19.9pp | 70.7%+24.2pp |
| Annual return | 14.68% | 15.71%-1.0pp | 109.12%-94.4pp | 28.51%-13.8pp |
| Employer contribution / active EE | $5,382 | $2,460+118.8% | $2,738+96.6% | $2,270+137.1% |
| Participant deferral / active EE | $7,947 | $3,375+135.5% | $3,710+114.2% | $3,740+112.5% |
| Admin fee / account holder | $149 | $214-30.5% | $3,847-96.1% | $513-71.0% |