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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY3+ years Service code 17 · EIN 94-1503999 100 MONTGOMERY STREET 500 · SAN FRANCISCO, CA 94104 | Pension Consulting | $108,645 |
VERUS3+ years Filed as: VERUS ADVISORY, INC. Service code 50 · EIN 91-1320111 PO BOX 303 · TUALATIN, OR 97062 | Direct Payment | $75,000 |
DODGE & COX3+ years Service code 28 · EIN 94-1441976 555 CALIFORNIA STREET · SAN FRANCISCO, CA 94104 | Investment Management | $53,850 |
Filed as: BROWNSTEIN, RASK, ET AL Service code 29 · EIN 93-0589000 1200 SW MAIN STREET · PORTLAND, OR 97205 | Legal | $50,459 |
WILLIAM C. EARHART CO., INC.3+ years Filed as: THE WILLIAM C. EARHART COMPANY, INC Service code 13 · EIN 93-0509592 PO BOX 4148 · PORTLAND, OR 97208 | Contract Administrator | $25,627 |
US BANK3+ years Service code 19 · EIN 93-0571729 800 NICOLLET MALL · MINNEAPOLIS, MN 55402 | Securities Custodian | $20,597 |
Service code 28 · EIN 04-3183235 470 ATLANTIC AVNUE,8TH FL · BOSTON, MA 02210 | Investment Management | $18,831 |
BRANDES INVESTMENT PARTNERS3+ years Service code 28 · EIN 36-7045786 11988 EL CAMINO REAL 600 · SAN DIEGO, CA 92191 | Investment Management | $18,295 |
LINDQUIST LLP2 years Service code 10 · EIN 52-2385296 9955 SE WASHINGTON ST 20 · PORTLAND, OR 97216 | Accounting | $15,140 |
BJORKLUND & MONTPLAISIR3+ years Service code 10 · EIN 93-1015766 9020 SW WASHINGTON SQ RD · PORTLAND, OR 97223 | Accounting | $13,500 |
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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 | $170,924-100.0% | $144,462-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 6.1%-6.1pp | 11.7%-11.7pp | 1.9%-1.9pp |
| Annual return | 14.84% | 79.68%-64.8pp | 16.78%-1.9pp | 23.90%-9.1pp |
| Employer contribution / active EE | $8,387 | $21,735-61.4% | $26,328-68.1% | $16,539-49.3% |
| Participant deferral / active EE | $0 | $354-100.0% | $97-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $1,335-100.0% | $20,893-100.0% | $18,975-100.0% |