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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY1+ years Service code 11 · EIN 94-1503999 100 MONTGOMERY STREET 500 · SAN FRANCISCO, CA 94104 | Actuarial | $77,900 |
VERUS1+ years Filed as: VERUS ADVISORY, INC. Service code 17 · EIN 91-1320111 PO BOX 303 · TUALATIN, OR 97062 | Pension Consulting | $75,000 |
DODGE & COX1+ years Service code 28 · EIN 94-1441976 555 CALIFORNIA STREET · SAN FRANCISCO, CA 94104 | Investment Management | $43,518 |
Filed as: BROWNSTEIN, RASK, ET AL Service code 29 · EIN 93-0589000 1200 SW MAIN STREET · PORTLAND, OR 97205 | Legal | $27,722 |
WILLIAM C. EARHART CO., INC.1+ years Filed as: THE WILLIAM C. EARHART COMPANY, INC Service code 13 · EIN 93-0509592 PO BOX 4148 · PORTLAND, OR 97208 | Contract Administrator | $24,255 |
US BANK1+ years Service code 19 · EIN 93-0571729 800 NICOLLET MALL · MINNEAPOLIS, MN 55402 | Securities Custodian | $19,338 |
BRANDES INVESTMENT PARTNERS1+ years Service code 28 11988 EL CAMINO REAL 600 · SAN DIEGO, CA 92191 | Investment Management | $15,037 |
BJORKLUND & MONTPLAISIR1+ years Service code 10 · EIN 93-1015766 9020 SW WASHINGTON SQ RD · PORTLAND, OR 97223 | Accounting | $13,000 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $82,591-100.0% | $522,682-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 5.6%-5.6pp | 12.6%-12.6pp | 0.8%-0.8pp |
| Annual return | -1.17% | -0.43%-0.7pp | -3.43%+2.3pp | -0.60%-0.6pp |
| Employer contribution / active EE | $6,708 | $10,132-33.8% | $25,607-73.8% | $12,272-45.3% |
| Participant deferral / active EE | $0 | $566-100.0% | $77-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $13,511-100.0% | $717-100.0% |