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.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $82,955 |
MULTNOMAH GROUP1 year Filed as: MULTNOMAH GROUP INC Service code 28 | Investment Management | $35,175 |
ARMANINO LLP1 year Service code 10 · EIN 94-6214841 | Accounting | $10,894 |
Filed as: NEW PINNACLE CONSULTING GROUP LLC Service code 13 · EIN 26-1233837 | Contract Administrator | $8,126 |
LINCOLN NATIONAL CORPORATION6+ years Filed as: LINCOLN NATIONAL COPRORATION Service code 64 · EIN 35-1140070 | Recordkeeping Fees | $50 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
MULTNOMAH GROUP1 year Filed as: MULTNOMAH GROUP LLC Service code 28 · EIN 20-0361079 | Investment Management | $0 |
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 | $79,170 | $91,692-13.7% | $67,561+17.2% | $77,714+1.9% |
| Participation rate | 91.5% | 76.0%+15.5pp | 72.9%+18.6pp | 70.6%+20.9pp |
| Annual return | 14.27% | 14.88%-0.6pp | 3525.44%-3511.2pp | 31.26%-17.0pp |
| Employer contribution / active EE | $2,713 | $3,188-14.9% | $2,735-0.8% | $2,727-0.5% |
| Participant deferral / active EE | $5,094 | $3,912+30.2% | $4,003+27.3% | $4,649+9.6% |
| Admin fee / account holder | $213 | $245-12.8% | $4,006-94.7% | $433-50.8% |