| Provider | Service type | Compensation |
|---|---|---|
MEKETA INVESTMENT GROUP1 year Service code 27 205 SE SPOKANE STREET · PORTLAND, OR 97202 | Advisory (Plan) | $25,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,723,788-100.0% | $308,850-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 48.5%-48.5pp | 1.9%-1.9pp |
| Annual return | 2.57% | 12.03%-9.5pp | 14.41%-11.8pp | 23.90%-21.3pp |
| Employer contribution / active EE | $80,702 | $30,615+163.6% | $45,283+78.2% | $16,539+387.9% |
| Participant deferral / active EE | $0 | $1,355-100.0% | $125-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $9,941-100.0% | $18,975-100.0% |