Filed December 8, 2022 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $54,823 |
MULTNOMAH GROUP1+ years Service code 27 · EIN 20-0361079 | Advisory (Plan) | $27,297 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $30,582 | $44,229-30.9% | $155,789-80.4% | $55,191-44.6% |
| Participation rate | 79.6% | 60.8%+18.8pp | 76.1%+3.5pp | 69.2%+10.4pp |
| Annual return | 2.16% | 0.37%+1.8pp | 71.54%-69.4pp | 10.78%-8.6pp |
| Employer contribution / active EE | $2,557 | $1,317+94.1% | $3,839-33.4% | $1,899+34.7% |
| Participant deferral / active EE | $3,217 | $2,851+12.8% | $4,798-32.9% | $3,046+5.6% |
| Admin fee / account holder | $206 | $86+138.8% | $7,477-97.2% | $91+126.7% |