Filed August 20, 2021
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $31,035 |
MULTNOMAH GROUP1 year Filed as: MULTNOMAH GROUP INC Service code 27 · EIN 20-0361079 | Advisory (Plan) | $11,554 |
MULTNOMAH GROUP3 years Filed as: MULTNOMAH GROUP, INC. Service code 27 · EIN 94-1719656 | Advisory (Plan) | $5,637 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,980 | $55,437-58.5% | $155,534-85.2% | $74,459-69.1% |
| Participation rate | 96.6% | 61.9%+34.7pp | 78.2%+18.3pp | 67.2%+29.3pp |
| Annual return | 43.71% | 269.58%-225.9pp | 64.92%-21.2pp | 1369.70%-1326.0pp |
| Employer contribution / active EE | $1,124 | $2,266-50.4% | $4,675-76.0% | $2,626-57.2% |
| Participant deferral / active EE | $2,661 | $2,837-6.2% | $5,630-52.7% | $4,350-38.8% |
| Admin fee / account holder | $213 | $1,742-87.8% | $15,900-98.7% | $1,945-89.1% |