Filed December 8, 2022 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $81,307 |
MULTNOMAH GROUP3+ years Service code 27 · EIN 20-0361079 | Advisory (Plan) | $24,322 |
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 | $34,382 | $46,966-26.8% | $185,117-81.4% | $69,631-50.6% |
| Participation rate | 96.6% | 65.3%+31.4pp | 77.3%+19.4pp | 70.7%+25.9pp |
| Annual return | 17.92% | 22.36%-4.4pp | 40.50%-22.6pp | 27571.02%-27553.1pp |
| Employer contribution / active EE | $2,771 | $1,360+103.7% | $4,182-33.7% | $2,032+36.4% |
| Participant deferral / active EE | $3,955 | $3,017+31.1% | $5,045-21.6% | $3,224+22.7% |
| Admin fee / account holder | $184 | $94+96.5% | $8,159-97.7% | $110+66.9% |