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| Provider | Service type | Compensation |
|---|---|---|
REHN & ASSOCIATES2 years Filed as: AW REHN & ASSOCIATES Service code 10 · EIN 91-1008626 | Accounting | $101,018 |
Filed as: JOHN HANCOCK Service code 14 · EIN 04-1414660 | Plan Administrator | $84,341 |
TURNER, STOEVE & GAGLIARDI, P.S.10+ years Filed as: TURNER, STOEVE & GAGLIARDI, PS Service code 29 · EIN 91-1282506 | Legal | $41,727 |
HIGHLAND CONSULTING ASSOCIATES10+ years Filed as: HIGHLAND CAPITAL ADVISORS, LLC Service code 27 485 RAINIER BLVD NORTH · ISSAQUAH, WA 98027 | Advisory (Plan) | $33,375 |
CLIFTONLARSONALLEN LLP2 years Filed as: CLIFTONLARSONALLEN, LLP Service code 10 · EIN 41-0746749 | Accounting | $22,426 |
US BANK7 years Service code 19 555 SOUTHWEST OAK ST · PORTLAND, OR 97204 | Securities Custodian | $7,916 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,848 | $153,743-48.1% | $197,124-59.5% | $103,975-23.2% |
| Participation rate | 81.3% | 91.1%-9.8pp | 86.7%-5.4pp | 72.5%+8.8pp |
| Annual return | 9.26% | 17.60%-8.3pp | 44.34%-35.1pp | 19.41%-10.1pp |
| Employer contribution / active EE | $3,774 | $5,424-30.4% | $6,227-39.4% | $3,722+1.4% |
| Participant deferral / active EE | $0 | $9,152-100.0% | $9,135-100.0% | $5,343-100.0% |
| Admin fee / account holder | $289 | $131+119.8% | $16,298-98.2% | $332-13.1% |