Filed March 9, 2020
Total covered: 4 employees
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| Provider | Service type | Compensation |
|---|---|---|
TIAA2 years Service code 65 · EIN 13-1624203 | Account Maintenance | $24,955 |
ARMANINO LLP5 years Service code 10 · EIN 94-6214841 | Accounting | $20,500 |
MULTNOMAH GROUP3 years Filed as: MULTNOMAH GROUP, INC Service code 27 · EIN 20-0361079 111 SW 5TH AVE · PORTLAND, OR 972043643 | Advisory (Plan) | $16,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,133 | $60,989+118.3% | $60,906+118.6% | $66,938+98.9% |
| Participation rate | 92.2% | 74.5%+17.7pp | 73.1%+19.1pp | 69.8%+22.4pp |
| Annual return | -14.13% | -9.60%-4.5pp | 16.94%-31.1pp | 1.58%-15.7pp |
| Employer contribution / active EE | $5,500 | $2,661+106.7% | $2,703+103.5% | $2,545+116.1% |
| Participant deferral / active EE | $8,609 | $3,615+138.2% | $3,814+125.7% | $4,238+103.1% |
| Admin fee / account holder | $220 | $338-35.1% | $3,227-93.2% | $594-63.0% |