Filed June 30, 2017 (most recent of 3 filings on file)
Total covered: 2 employees
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| Provider | Service type | Compensation |
|---|---|---|
MULTNOMAH GROUP3 years Filed as: MULTNOMAH GROUP, INC Service code 27 · EIN 20-0361079 | Advisory (Plan) | $32,341 |
CHARLES SCHWAB & CO., INC.3 years Filed as: HOOD & STRONG LLP Service code 10 · EIN 94-1254756 | Accounting | $12,000 |
TIAA4 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $11,746 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,001 | $67,984+45.6% | $65,493+51.2% | $74,304+33.2% |
| Participation rate | 97.8% | 66.3%+31.5pp | 73.1%+24.7pp | 60.3%+37.4pp |
| Annual return | 10.25% | 19.87%-9.6pp | 982.45%-972.2pp | 29.43%-19.2pp |
| Employer contribution / active EE | $4,349 | $2,491+74.6% | $2,574+68.9% | $2,241+94.0% |
| Participant deferral / active EE | $5,829 | $3,346+74.2% | $3,961+47.2% | $3,767+54.7% |
| Admin fee / account holder | $175 | $1,373-87.3% | $5,028-96.5% | $2,969-94.1% |