Filed December 8, 2022 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $64,358 |
MULTNOMAH GROUP2+ years Service code 27 · EIN 20-0361079 | Advisory (Plan) | $21,954 |
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 | $29,464 | $42,582-30.8% | $171,082-82.8% | $57,658-48.9% |
| Participation rate | 96.1% | 63.9%+32.2pp | 76.7%+19.4pp | 70.2%+25.9pp |
| Annual return | 9.86% | 308.67%-298.8pp | 32.56%-22.7pp | 5.13%+4.7pp |
| Employer contribution / active EE | $2,683 | $1,306+105.4% | $4,002-33.0% | $1,974+35.9% |
| Participant deferral / active EE | $3,943 | $2,933+34.4% | $4,797-17.8% | $3,061+28.8% |
| Admin fee / account holder | $167 | $82+102.4% | $8,520-98.0% | $95+76.3% |