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| Provider | Service type | Compensation |
|---|---|---|
NORTHWEST ADMINISTRATORS, INC.5+ years Service code 13 · EIN 91-0680697 | Contract Administrator | $292,297 |
MILLIMAN, INC.5+ years Filed as: MILLIMAN, INC Service code 11 · EIN 91-0675641 | Actuarial | $83,054 |
Service code 29 · EIN 91-1903613 | Legal | $37,781 |
SELLWOOD CONSULTING LLC3 years Filed as: SELLWOOD CONSULTING Service code 17 · EIN 80-0827237 | Pension Consulting | $29,795 |
LINDQUIST LLP5+ years Service code 10 · EIN 52-2385296 | Accounting | $27,621 |
CLIFTONLARSONALLEN LLP5+ years Service code 10 · EIN 41-0746749 | Accounting | $15,458 |
US BANK1 year Service code 19 · EIN 31-0841368 | Securities Custodian | $11,690 |
WELLS FARGO BANK, N.A.5+ years Filed as: WELLS FARGO BANK Service code 50 · EIN 94-1347393 | Direct Payment | $8,936 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $0 | $0 | $229,060-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 27.3%-27.3pp | 0.0%0pp |
| Annual return | -3.88% | 12.86%-16.7pp | 7.48%-11.4pp | 12.86%-16.7pp |
| Employer contribution / active EE | $1,729 | $13,687-87.4% | $39,603-95.6% | $13,687-87.4% |
| Participant deferral / active EE | $0 | $833-100.0% | $172-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $1,197-100.0% | - |