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| Provider | Service type | Compensation |
|---|---|---|
BARRAN LIEBMAN LLP1+ years Service code 29 · EIN 93-1251627 601 SW 2ND AVENUE, SUITE 2300 · PORTLAND, OR 97204 | Legal | $197,553 |
KELL ALTERMAN & RUNSTEIN, LLP1+ years Service code 29 · EIN 93-0612920 520 SW YAMHILL STREET, SUITE 600 · PORTLAND, OR 97204 | Legal | $85,312 |
ACCLARO VALUATION ADVISORS1+ years Service code 29 · EIN 46-0553969 14344 Y STREET, SUITE 102 · OMAHA, NE 68137 | Legal | $22,500 |
FOLAWN ALTERMAN & RICHARDSON LLP1+ years Service code 29 · EIN 26-4692795 805 SW BROADWAY, SUITE 2750 · PORTLAND, OR 97205 | Legal | $17,032 |
RON NEIGER1+ years Service code 20 · EIN 54-0426828 8145 SW VALLEY VIEW DRIVE · PORTLAND, OR 97225 | Trustee (individual) | $15,000 |
SAMUEL YOELIN KANTOR LLP1+ years Service code 29 · EIN 93-0516558 111 SW 5TH AVENUE, SUITE 3800 · PORTLAND, OR 97204 | Legal | $2,603 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,915 | $25,723-7.0% | $69,182-65.4% | $55,167-56.7% |
| Participation rate | 95.6% | 39.4%+56.2pp | 55.1%+40.5pp | 69.0%+26.6pp |
| Annual return | 0.00% | 9.56%-9.6pp | -21.93%+21.9pp | 169.23%-169.2pp |
| Employer contribution / active EE | $2,750 | $480+472.4% | $1,206+128.0% | $1,963+40.1% |
| Participant deferral / active EE | $0 | $963-100.0% | $1,897-100.0% | $3,054-100.0% |
| Admin fee / account holder | $2,222 | $365+509.4% | $2,697-17.6% | $504+341.0% |