Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.1 year Service code 11 · EIN 91-0675641 650 CALIFORNIA ST. 17TH F · SAN FRANCISCO, CA 94104 | Actuarial | $200,178 |
VERUS4+ years Filed as: VERUS ADVISORY, INC. Service code 17 · EIN 91-1320111 PO BOX 303 · TUALATIN, OR 97062 | Pension Consulting | $77,500 |
Filed as: BROWNSTEIN, RASK, ET AL Service code 29 · EIN 93-0589000 1200 SW MAIN STREET · PORTLAND, OR 97205 | Legal | $52,730 |
DODGE & COX4+ years Service code 28 · EIN 94-1441976 555 CALIFORNIA STREET · SAN FRANCISCO, CA 94104 | Investment Management | $51,933 |
PANAGORA ASSET MANAGEMENT2 years Service code 28 · EIN 04-3183235 470 ATLANTIC AVNUE,8TH FL · BOSTON, MA 02210 | Investment Management | $37,519 |
WILLIAM C. EARHART CO., INC.4+ years Filed as: THE WILLIAM C. EARHART COMPANY, INC Service code 13 · EIN 93-0509592 PO BOX 4148 · PORTLAND, OR 97208 | Contract Administrator | $24,520 |
US BANK4+ years Service code 19 · EIN 93-0571729 800 NICOLLET MALL · MINNEAPOLIS, MN 55402 | Securities Custodian | $20,138 |
BRANDES INVESTMENT PARTNERS4+ years Service code 28 · EIN 36-7045786 11988 EL CAMINO REAL 600 · SAN DIEGO, CA 92191 | Investment Management | $18,446 |
BJORKLUND & MONTPLAISIR4+ years Service code 10 · EIN 93-1015766 9020 SW WASHINGTON SQ RD · PORTLAND, OR 97223 | Accounting | $13,500 |
LINDQUIST LLP3 years Service code 10 · EIN 52-2385296 9955 SE WASHINGTON ST 20 · PORTLAND, OR 97216 | Accounting | $6,784 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $18,026,966-100.0% | $157,466-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 11.9%-11.9pp | 1.8%-1.8pp |
| Annual return | -5.78% | 7.01%-12.8pp | 12.68%-18.5pp | 0.19%-6.0pp |
| Employer contribution / active EE | $7,889 | $12,638-37.6% | $22,860-65.5% | $13,763-42.7% |
| Participant deferral / active EE | $0 | $554-100.0% | $123-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $2,825-100.0% | $426-100.0% |