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| Provider | Service type | Compensation |
|---|---|---|
VERUS8+ years Filed as: VERUS ADVISORY, INC. Service code 27 · EIN 91-1320111 PO BOX 303 · TUALATIN, OR 97062 | Advisory (Plan) | $91,836 |
MILLIMAN, INC.5 years Service code 11 · EIN 91-0675641 650 CALIFORNIA ST. 17TH F · SAN FRANCISCO, CA 94104 | Actuarial | $86,420 |
DODGE & COX8+ years Service code 28 · EIN 94-1441976 555 CALIFORNIA STREET · SAN FRANCISCO, CA 94104 | Investment Management | $47,194 |
Service code 29 · EIN 91-1282507 201 W NORTH RIVER DR 190 · SPOKANE, WA 99201 | Legal | $34,600 |
PANAGORA ASSET MANAGEMENT6 years Service code 28 · EIN 04-3183235 470 ATLANTIC AVNUE,8TH FL · BOSTON, MA 02210 | Investment Management | $31,996 |
WILLIAM C. EARHART CO., INC.8+ years Filed as: THE WILLIAM C. EARHART COMPANY, INC Service code 13 · EIN 93-0509592 PO BOX 4148 · PORTLAND, OR 97208 | Contract Administrator | $30,264 |
US BANK8+ years Service code 19 · EIN 93-0571729 800 NICOLLET MALL · MINNEAPOLIS, MN 55402 | Securities Custodian | $27,609 |
BJORKLUND & MONTPLAISIR8+ years Service code 10 · EIN 93-1015766 10300 SW GREENBRG RD 470 · PORTLAND, OR 97223 | Accounting | $14,700 |
BRANDES INVESTMENT PARTNERS8+ 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 | $164,233-100.0% | $213,834-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.3%-12.3pp | 0.0%0pp |
| Annual return | -14.64% | 1.88%-16.5pp | -5.12%-9.5pp | 2.77%-17.4pp |
| Employer contribution / active EE | $7,564 | $8,732-13.4% | $31,020-75.6% | $15,262-50.4% |
| Participant deferral / active EE | $0 | $482-100.0% | $101-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $2,852-100.0% | $1,015-100.0% |