Filed December 2, 2008
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 |
|---|---|---|
TIAA4 years Service code 13 · EIN 13-1624203 | Contract Administrator | $129,706 |
MULTNOMAH GROUP4 years Filed as: MULTNOMAH GROUP, INC. Service code 27 · EIN 20-0361079 | Advisory (Plan) | $26,840 |
INSERO & CO. CPAS, LLP4 years Filed as: INSERO & COMPANY CPAS, LLP Service code 10 · EIN 47-5324570 | Accounting | $15,825 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,361 | $91,710+64.0% | $67,560+122.6% | $77,762+93.4% |
| Participation rate | 97.4% | 76.0%+21.3pp | 72.9%+24.4pp | 70.6%+26.8pp |
| Annual return | 13.44% | 14.88%-1.4pp | 3533.50%-3520.1pp | 31.27%-17.8pp |
| Employer contribution / active EE | $5,056 | $3,187+58.6% | $2,737+84.7% | $2,728+85.3% |
| Participant deferral / active EE | $5,828 | $3,911+49.0% | $4,004+45.6% | $4,651+25.3% |
| Admin fee / account holder | $152 | $245-38.0% | $3,994-96.2% | $433-64.9% |