Filed December 27, 2023 (most recent of 4 filings on file)
Total covered: 15 employees
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| Provider | Service type | Compensation |
|---|---|---|
MULTNOMAH GROUP2+ years Filed as: MULTNOMAH GROUP, INC. Service code 16 · EIN 20-0361079 | Consulting | $9,250 |
LINCOLN NATIONAL CORPORATION2+ years Filed as: LINCOLN NATIONAL CORP Service code 13 · EIN 35-1140070 | Contract Administrator | $4,359 |
FID INV INST OPS CO1 year Filed as: FID INV INSTL OPS CO Service code 60 | Sub-TA Fees | $0 |
FID INV INST OPS CO2+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$93,825 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $100,007 | $37,213+168.7% | $156,551-36.1% | $63,975+56.3% |
| Participation rate | 76.2% | 65.0%+11.2pp | 84.0%-7.8pp | 71.1%+5.0pp |
| Annual return | 8.86% | 47.89%-39.0pp | 32.23%-23.4pp | 48.65%-39.8pp |
| Employer contribution / active EE | $2,671 | $1,357+96.8% | $5,501-51.5% | $2,182+22.4% |
| Participant deferral / active EE | $7,375 | $2,070+256.2% | $4,871+51.4% | $3,356+119.7% |
| Admin fee / account holder | -$21 | $56-137.7% | $13,028-100.2% | $70-130.1% |