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| Provider | Service type | Compensation |
|---|---|---|
GERDING EDLEN6+ years Service code 28 1477 NW EVERETT ST · PORTLAND, OR 97209 | Investment Management | $491,667 |
THE SEGAL COMPANY5 years Filed as: SEGAL MARCO ADVISORS, INC. Service code 27 · EIN 13-2646110 | Advisory (Plan) | $100,000 |
ZENITH AMERICAN SOLUTIONS4 years Filed as: ZENITH AMERICAN SOLUTIONS, INC. Service code 14 · EIN 52-1590516 | Plan Administrator | $69,122 |
RAEL & LETSON6+ years Service code 11 · EIN 94-1701048 | Actuarial | $64,211 |
NEEDLES & ASSOCIATES, LLC6+ years Service code 10 · EIN 51-0435869 | Accounting | $33,604 |
US BANK6+ years Service code 18 · EIN 31-0841368 | Direct payment from the plan; Custodi... | $22,176 |
DOVER VIII ASSOCIATES, L.P5 years Filed as: DOVER VIII ASSOCIATES LP Service code 28 · EIN 30-0692313 | Investment Management | $11,532 |
SPENCER FANE LLP4 years Filed as: SPENCER FANE, LLP Service code 29 · EIN 44-0561981 | Legal | $9,840 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $533,469-100.0% | $201,582-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 0.7%-0.7pp |
| Annual return | 27.03% | 24.46%+2.6pp | 11.08%+15.9pp | 13.24%+13.8pp |
| Employer contribution / active EE | $2,135 | $11,981-82.2% | $28,418-92.5% | $14,616-85.4% |
| Participant deferral / active EE | $0 | $0 | $86-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $5,364-100.0% | $6,559-100.0% | $4,137-100.0% |