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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY2+ years Service code 11 · EIN 94-1503999 100 MONTGOMERY STREET 500 · SAN FRANCISCO, CA 94104 | Actuarial | $77,864 |
VERUS2+ years Filed as: VERUS ADVISORY, INC. Service code 17 · EIN 91-1320111 PO BOX 303 · TUALATIN, OR 97062 | Pension Consulting | $75,000 |
DODGE & COX2+ years Service code 28 · EIN 94-1441976 555 CALIFORNIA STREET · SAN FRANCISCO, CA 94104 | Investment Management | $46,098 |
WILLIAM C. EARHART CO., INC.2+ 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 |
Filed as: BROWNSTEIN, RASK, ET AL Service code 29 · EIN 93-0589000 1200 SW MAIN STREET · PORTLAND, OR 97205 | Legal | $22,605 |
US BANK2+ years Service code 19 · EIN 93-0571729 800 NICOLLET MALL · MINNEAPOLIS, MN 55402 | Securities Custodian | $18,822 |
LINDQUIST LLP1 year Service code 10 · EIN 52-2385296 9955 SE WASHINGTON ST 20 · PORTLAND, OR 97216 | Accounting | $16,420 |
BRANDES INVESTMENT PARTNERS2+ years Service code 28 · EIN 36-7045786 11988 EL CAMINO REAL 600 · SAN DIEGO, CA 92191 | Investment Management | $16,183 |
BJORKLUND & MONTPLAISIR2+ 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 | $35,636-100.0% | $151,941-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.6%-10.6pp | 1.8%-1.8pp |
| Annual return | 7.97% | 17.94%-10.0pp | 5.44%+2.5pp | 7.18%+0.8pp |
| Employer contribution / active EE | $7,280 | $12,263-40.6% | $25,481-71.4% | $13,095-44.4% |
| Participant deferral / active EE | $0 | $388-100.0% | $65-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $11,765-100.0% | $362-100.0% |