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 | $65,084+52.1% | $67,681+46.3% | $64,340+53.9% |
| Participation rate | 97.8% | 66.7%+31.1pp | 73.7%+24.1pp | 55.2%+42.6pp |
| Annual return | 10.25% | 20.50%-10.2pp | 590.58%-580.3pp | 24.14%-13.9pp |
| Employer contribution / active EE | $4,349 | $2,398+81.3% | $2,678+62.4% | $1,862+133.6% |
| Participant deferral / active EE | $5,829 | $3,210+81.6% | $3,976+46.6% | $2,980+95.6% |
| Admin fee / account holder | $175 | $1,415-87.7% | $6,100-97.1% | $3,703-95.3% |