Filed December 23, 2015
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 GROUP9+ years Filed as: MULTNOMAH GROUP, INC Service code 16 · EIN 20-0361079 | Consulting | $69,556 |
Service code 12 · EIN 13-3689044 | Investment management; Claims process... | $64,827 |
MOSS ADAMS LLP9+ years Service code 10 · EIN 91-0189318 | Accounting | $20,600 |
Filed as: THE PRUDENTIAL INS CO OF AMERICA Service code 15 · EIN 22-1211670 | Recordkeeping | $630 |
NATIONAL FINANCIAL SERVICES9+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Filed as: PRUDENTIAL INSURANCE COMPANY Service code 15 | Recordkeeping | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,492 | $65,582+103.5% | $64,101+108.3% | $71,511+86.7% |
| Participation rate | 100.0% | 73.2%+26.8pp | 72.3%+27.7pp | 67.9%+32.1pp |
| Annual return | 14.48% | 18.96%-4.5pp | 33.72%-19.2pp | 28.86%-14.4pp |
| Employer contribution / active EE | $5,294 | $2,671+98.2% | $2,749+92.6% | $2,589+104.5% |
| Participant deferral / active EE | $8,980 | $3,628+147.5% | $3,881+131.4% | $4,291+109.3% |
| Admin fee / account holder | $245 | $616-60.2% | $3,070-92.0% | $1,588-84.6% |