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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 93-0646988 | Investment Management | $143,855 |
MILLIMAN, INC.2+ years Filed as: MILLIMAN USA Service code 11 · EIN 91-0675641 | Actuarial | $25,418 |
US BANK2+ years Filed as: US BANK N.A. Service code 18 · EIN 31-0841368 | Custodial (other than securities); Cu... | $24,092 |
BENESYS, INC.2+ years Filed as: BENESYS INC Service code 13 · EIN 93-0446761 | Contract Administrator | $23,025 |
BENEFIT PLAN ADMINISTRATORS2+ years Filed as: A & I BENEFIT PLAN ADMINISTRATORS Service code 13 · EIN 93-0446761 | Contract Administrator | $22,950 |
CLIFTONLARSONALLEN LLP2+ years Service code 10 · EIN 41-0746749 | Accounting | $15,743 |
Service code 29 · EIN 91-0889948 | Legal | $13,870 |
ADP BROKER-DEALER2+ years Filed as: ADP Service code 15 10151 SE SUNNYSIDE RD · CLACKAMAS, OR 97015 | Recordkeeping | $10,461 |
DARRYL TSEU1 year Service code 20 1220 SW MORRISON STE 300 · PORTLAND, OR 97205 | Trustee (individual) | $9,993 |
RANDALL & HURLEY, INC.2+ years Filed as: RANDALL BAKER Service code 20 1220 SW MORRISON STE 300 · PORTLAND, OR 97205 | Trustee (individual) | $9,401 |
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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 | $35,636-100.0% | $442,730-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | 1.8%-1.8pp |
| Annual return | 5.32% | 4.38%+0.9pp | 4.72%+0.6pp | 7.18%-1.9pp |
| Employer contribution / active EE | $8,857 | $13,406-33.9% | $30,821-71.3% | $13,095-32.4% |
| Participant deferral / active EE | $0 | $1,941-100.0% | $113-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $2,146-100.0% | $362-100.0% |