Filed December 27, 2023 (most recent of 4 filings on file)
Total covered: 15 employees
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 |
|---|---|---|
MULTNOMAH GROUP1+ years Filed as: MULTNOMAH GROUP, INC. Service code 16 · EIN 20-0361079 | Consulting | $37,000 |
LINCOLN NATIONAL CORPORATION1+ years Filed as: LINCOLN NATIONAL CORP Service code 13 · EIN 35-1140070 | Contract Administrator | $5,231 |
FID INV INST OPS CO1+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$115,881 |
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 | $90,921 | $37,039+145.5% | $147,618-38.4% | $59,188+53.6% |
| Participation rate | 73.4% | 63.8%+9.6pp | 84.6%-11.2pp | 69.4%+4.0pp |
| Annual return | 1.01% | 7.19%-6.2pp | 61.98%-61.0pp | 5.51%-4.5pp |
| Employer contribution / active EE | $2,613 | $1,353+93.2% | $5,564-53.0% | $2,098+24.6% |
| Participant deferral / active EE | $7,194 | $2,094+243.6% | $4,895+47.0% | $3,265+120.4% |
| Admin fee / account holder | -$18 | $60-129.7% | $11,612-100.2% | $92-119.4% |