Filed August 29, 2022
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $100,156 |
MULTNOMAH GROUP2 years Filed as: MULTNOMAH GROUP INC Service code 28 · EIN 20-0361079 | Investment Management | $25,037 |
ARMANINO LLP2 years Service code 10 · EIN 94-6214841 | Accounting | $24,184 |
Filed as: NEW PINNACLE CONSULTING GROUP LLC Service code 49 · EIN 26-1233837 | Other Services | $10,070 |
Service code 13 · EIN 35-1140070 | Contract Administrator | $25 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $93,851 | $67,594+38.8% | $77,361+21.3% | $69,733+34.6% |
| Participation rate | 98.1% | 71.7%+26.4pp | 75.0%+23.2pp | 62.5%+35.7pp |
| Annual return | 12.07% | 19.20%-7.1pp | 1011.54%-999.5pp | 15.22%-3.2pp |
| Employer contribution / active EE | $5,763 | $2,649+117.6% | $2,990+92.7% | $2,250+156.1% |
| Participant deferral / active EE | $11,354 | $3,401+233.8% | $3,911+190.3% | $3,054+271.7% |
| Admin fee / account holder | $269 | $1,159-76.8% | $5,894-95.4% | $3,102-91.3% |