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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,001 | $64,705+53.0% | $62,929+57.3% | $67,986+45.6% |
| Participation rate | 97.8% | 65.6%+32.2pp | 73.1%+24.7pp | 57.2%+40.6pp |
| Annual return | 10.25% | 20.31%-10.1pp | 1063.93%-1053.7pp | 31.67%-21.4pp |
| Employer contribution / active EE | $4,349 | $2,376+83.1% | $2,505+73.6% | $2,019+115.4% |
| Participant deferral / active EE | $5,829 | $3,198+82.3% | $3,888+49.9% | $3,358+73.6% |
| Admin fee / account holder | $175 | $1,428-87.8% | $5,065-96.6% | $3,203-94.5% |