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| Provider | Service type | Compensation |
|---|---|---|
UMPQUA INVESTMENTS, INC.2 years Service code 55 | Other Commissions | $36,516 |
Filed as: PROFESSIONAL BENEFIT SERVICES INC Service code 49 · EIN 71-0294708 1193 ROYVONNE AVE SE STE 22 · SALEM, OR 97302 | Other Services | $11,610 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $6,369 |
MORNINGSTAR5 years Service code 27 | Advisory (Plan) | $4,661 |
UMPQUA INVESTMENTS, INC.3 years Filed as: UMPQUA INVESTMENTS Service code 55 · EIN 06-1375177 1 SW COLUMBIA ST STE 300 · PORTLAND, OR 97258 | Other Commissions | $0 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUN Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,816 | $91,517+5.8% | $101,275-4.4% | $73,412+31.9% |
| Participation rate | 98.2% | 73.8%+24.4pp | 75.8%+22.4pp | 72.2%+26.0pp |
| Annual return | 21.46% | 17.17%+4.3pp | 46.48%-25.0pp | 59.30%-37.8pp |
| Employer contribution / active EE | $5,189 | $2,877+80.4% | $3,660+41.8% | $2,234+132.3% |
| Participant deferral / active EE | $8,190 | $3,338+145.3% | $4,371+87.4% | $3,806+115.2% |
| Admin fee / account holder | $248 | $216+14.7% | $5,948-95.8% | $158+56.9% |