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| Provider | Service type | Compensation |
|---|---|---|
MULTNOMAH GROUP6 years Filed as: MULTNOMAH GROUP, INC. Service code 27 · EIN 20-0361079 | Advisory (Plan) | $35,541 |
TIAA5 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $23,622 |
CW ASSOCIATES5 years Filed as: CW ASSOCIATES CPA Service code 10 · EIN 26-1659234 | Accounting | $12,146 |
Service code 17 · EIN 26-1233837 | Pension Consulting | $6,150 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $106,607 | $69,774+52.8% | $67,575+57.8% | $74,459+43.2% |
| Participation rate | 98.0% | 71.4%+26.6pp | 72.9%+25.1pp | 67.2%+30.8pp |
| Annual return | 10.89% | -40.53%+51.4pp | 3528.98%-3518.1pp | 1369.70%-1358.8pp |
| Employer contribution / active EE | $3,762 | $2,710+38.8% | $2,736+37.5% | $2,626+43.3% |
| Participant deferral / active EE | $4,542 | $3,636+24.9% | $4,003+13.5% | $4,350+4.4% |
| Admin fee / account holder | $193 | $890-78.3% | $3,993-95.2% | $1,945-90.1% |