Filed June 30, 2017 (most recent of 3 filings on file)
Total covered: 2 employees
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| Provider | Service type | Compensation |
|---|---|---|
MULTNOMAH GROUP1 year Filed as: MULTNOMAH GROUP, INC Service code 27 · EIN 20-0361079 111 SW 5TH AVE · PORTLAND, OR 972043643 | Advisory (Plan) | $44,333 |
Filed as: HOOD & STRONG LLP Service code 10 · EIN 94-1254756 275 BATTERY ST · SAN FRANCISCO, CA 94111 | Accounting | $28,300 |
PENTEGRA SERVICES, INC.1 year Service code 17 · EIN 13-3745616 701 WESTCHESTER AVE · WHITE PLAINS, NY 106043027 | Pension Consulting | $8,865 |
Filed as: NEW PINNACLE CONSULTING GROUP LLC Service code 17 · EIN 26-1233837 19825-B NORTH COVE ROAD · CORNELIUS, NC 280316445 | Pension Consulting | $5,519 |
TIAA2 years Service code 64 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping Fees | $1,245 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,877 | $65,557+34.0% | $64,056+37.2% | $71,457+23.0% |
| Participation rate | 97.4% | 73.2%+24.2pp | 72.3%+25.1pp | 67.9%+29.5pp |
| Annual return | 9.97% | 18.94%-9.0pp | 33.69%-23.7pp | 28.85%-18.9pp |
| Employer contribution / active EE | $3,694 | $2,669+38.4% | $2,747+34.5% | $2,588+42.7% |
| Participant deferral / active EE | $5,100 | $3,626+40.7% | $3,880+31.4% | $4,289+18.9% |
| Admin fee / account holder | $282 | $616-54.2% | $3,068-90.8% | $1,587-82.2% |