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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.3 years Service code 11 · EIN 91-0675641 650 CALIFORNIA ST. 17TH F · SAN FRANCISCO, CA 94104 | Actuarial | $130,638 |
VERUS6+ years Filed as: VERUS ADVISORY, INC. Service code 27 · EIN 91-1320111 PO BOX 303 · TUALATIN, OR 97062 | Advisory (Plan) | $85,000 |
PANAGORA ASSET MANAGEMENT4 years Service code 28 · EIN 04-3183235 470 ATLANTIC AVNUE,8TH FL · BOSTON, MA 02210 | Investment Management | $44,197 |
DODGE & COX6+ years Service code 28 · EIN 94-1441976 555 CALIFORNIA STREET · SAN FRANCISCO, CA 94104 | Investment Management | $34,392 |
WILLIAM C. EARHART CO., INC.6+ 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 BANK6+ years Service code 19 · EIN 93-0571729 800 NICOLLET MALL · MINNEAPOLIS, MN 55402 | Securities Custodian | $27,921 |
Service code 29 · EIN 91-1282507 201 W NORTH RIVER DR 190 · SPOKANE, WA 99201 | Legal | $18,112 |
BJORKLUND & MONTPLAISIR6+ years Service code 10 · EIN 93-1015766 9020 SW WASHINGTON SQ RD · PORTLAND, OR 97223 | Accounting | $14,000 |
BRANDES INVESTMENT PARTNERS6+ years Service code 28 · EIN 36-7045786 11988 EL CAMINO REAL 600 · SAN DIEGO, CA 92191 | Investment Management | $0 |
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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 | $2,822,362-100.0% | $477,209-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.2%-10.2pp | 0.6%-0.6pp |
| Annual return | 12.86% | 13.15%-0.3pp | -2.84%+15.7pp | 11.45%+1.4pp |
| Employer contribution / active EE | $6,748 | $23,714-71.5% | $33,329-79.8% | $17,219-60.8% |
| Participant deferral / active EE | $0 | $352-100.0% | $51-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $2,475-100.0% | $15,480-100.0% |