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| Provider | Service type | Compensation |
|---|---|---|
MULTNOMAH GROUP1 year Filed as: MULTNOMAH GROUP, INC Service code 27 · EIN 20-0361079 | Advisory (Plan) | $29,882 |
TIAA7 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $19,024 |
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 | $117,417 | $64,705+81.5% | $62,929+86.6% | $67,986+72.7% |
| Participation rate | 97.6% | 65.6%+32.0pp | 73.1%+24.5pp | 57.2%+40.4pp |
| Annual return | 15.87% | 20.31%-4.4pp | 1063.93%-1048.1pp | 31.67%-15.8pp |
| Employer contribution / active EE | $8,165 | $2,376+243.7% | $2,505+226.0% | $2,019+304.5% |
| Participant deferral / active EE | $5,176 | $3,198+61.9% | $3,888+33.1% | $3,358+54.1% |
| Admin fee / account holder | $151 | $1,428-89.4% | $5,065-97.0% | $3,203-95.3% |