Filed August 20, 2021
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| Provider | Service type | Compensation |
|---|---|---|
MOSS ADAMS LLP1 year Filed as: MOSS ADAMS Service code 10 · EIN 91-0189318 | Accounting | $70,237 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $25,245 |
MULTNOMAH GROUP2 years Filed as: MULTNOMAH GROUP, INC. Service code 27 · EIN 94-1719656 | Advisory (Plan) | $5,637 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,412 | $47,180-73.7% | $149,723-91.7% | $74,473-83.3% |
| Participation rate | 96.5% | 63.4%+33.1pp | 78.8%+17.7pp | 70.7%+25.7pp |
| Annual return | 15.85% | 22.75%-6.9pp | 134.50%-118.6pp | 34.36%-18.5pp |
| Employer contribution / active EE | $0 | $1,907-100.0% | $4,821-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $1,745 | $2,730-36.1% | $5,682-69.3% | $4,530-61.5% |
| Admin fee / account holder | $337 | $343-1.8% | $13,215-97.4% | $347-2.9% |