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| Provider | Service type | Compensation |
|---|---|---|
FERGUSON WELLMAN CAPITAL MANAGEMENT10+ years Service code 28 · EIN 93-0646988 | Investment Management | $222,715 |
RAEL & LETSON3 years Service code 11 · EIN 94-1701048 | Actuarial | $94,581 |
BENESYS, INC.10+ years Filed as: BENESYS INC Service code 13 · EIN 93-0446761 | Contract Administrator | $78,694 |
US BANK3 years Filed as: US BANK NA Service code 18 · EIN 31-0841368 | Custodial (securities); Direct paymen... | $35,955 |
CLIFTONLARSONALLEN LLP10+ years Service code 10 · EIN 41-0746749 | Accounting | $27,227 |
Filed as: BARLOW & COUGHRAN, P.S. Service code 29 · EIN 91-0889948 | Legal | $15,000 |
HILTON CAPITAL MANAGEMENT3 years Filed as: HILTON VANCOUVER WASHINGTON Service code 49 306 W 6TH ST · VANCOUVER, WA 98660 | Other Services | $9,581 |
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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 | $0 | $124,814-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 22.2%-22.2pp | 0.0%0pp |
| Annual return | 12.07% | 8.51%+3.6pp | 10.53%+1.5pp | 8.76%+3.3pp |
| Employer contribution / active EE | $14,763 | $16,216-9.0% | $26,797-44.9% | $16,664-11.4% |
| Participant deferral / active EE | $0 | $1,181-100.0% | $122-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $129-100.0% | - |