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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.2 years Service code 11 · EIN 91-0675641 650 CALIFORNIA ST. 17TH F · SAN FRANCISCO, CA 94104 | Actuarial | $88,836 |
VERUS5+ years Filed as: VERUS ADVISORY, INC. Service code 17 · EIN 91-1320111 PO BOX 303 · TUALATIN, OR 97062 | Pension Consulting | $85,000 |
DODGE & COX5+ years Service code 28 · EIN 94-1441976 555 CALIFORNIA STREET · SAN FRANCISCO, CA 94104 | Investment Management | $43,579 |
PANAGORA ASSET MANAGEMENT3 years Service code 28 · EIN 04-3183235 470 ATLANTIC AVNUE,8TH FL · BOSTON, MA 02210 | Investment Management | $42,281 |
WILLIAM C. EARHART CO., INC.5+ years Filed as: THE WILLIAM C. EARHART COMPANY, INC Service code 13 · EIN 93-0509592 PO BOX 4148 · PORTLAND, OR 97208 | Contract Administrator | $29,100 |
US BANK5+ years Service code 19 · EIN 93-0571729 800 NICOLLET MALL · MINNEAPOLIS, MN 55402 | Securities Custodian | $20,967 |
Filed as: BROWNSTEIN, RASK, ET AL Service code 29 · EIN 93-0589000 1200 SW MAIN STREET · PORTLAND, OR 97205 | Legal | $15,108 |
BJORKLUND & MONTPLAISIR5+ years Service code 10 · EIN 93-1015766 9020 SW WASHINGTON SQ RD · PORTLAND, OR 97223 | Accounting | $14,000 |
Service code 29 · EIN 91-1282507 201 W NORTH RIVER DR 190 · SPOKANE, WA 99201 | Legal | $13,106 |
BRANDES INVESTMENT PARTNERS5+ years Service code 28 · EIN 36-7045786 11988 EL CAMINO REAL 600 · SAN DIEGO, CA 92191 | Investment Management | $10,746 |
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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 | $3,370,408-100.0% | $133,543,011-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.0%-8.0pp | 1.2%-1.2pp |
| Annual return | 17.87% | 221.56%-203.7pp | 29.77%-11.9pp | 53.27%-35.4pp |
| Employer contribution / active EE | $7,591 | $12,096-37.2% | $33,607-77.4% | $14,774-48.6% |
| Participant deferral / active EE | $0 | $286-100.0% | $96-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $835,310-100.0% | $13,289-100.0% |