Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 93-0646988 | Investment Management | $154,033 |
MILLIMAN, INC.3+ years Filed as: MILLIMAN USA Service code 11 · EIN 91-0675641 | Actuarial | $88,148 |
BENESYS, INC.3+ years Filed as: BENESYS INC Service code 13 · EIN 93-0446761 | Contract Administrator | $46,800 |
US BANK3+ years Filed as: US BANK N.A. Service code 18 · EIN 31-0841368 | Custodial (securities); Direct paymen... | $25,137 |
CLIFTONLARSONALLEN LLP3+ years Service code 10 · EIN 41-0746749 | Accounting | $15,750 |
Service code 29 · EIN 91-0889948 | Legal | $13,200 |
DARRYL TSEU2 years Service code 20 1220 SW MORRISON STE 300 · PORTLAND, OR 97205 | Trustee (individual) | $12,478 |
ADP BROKER-DEALER3+ years Filed as: ADP Service code 15 10151 SE SUNNYSIDE RD · CLACKAMAS, OR 97015 | Recordkeeping | $10,442 |
RANDALL & HURLEY, INC.3+ years Filed as: RANDALL BAKER Service code 20 1220 SW MORRISON STE 300 · PORTLAND, OR 97205 | Trustee (individual) | $5,603 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $1,723,788-100.0% | $85,985-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 19.2%-19.2pp | 1.9%-1.9pp |
| Annual return | 13.44% | 11.16%+2.3pp | 14.20%-0.8pp | 23.90%-10.5pp |
| Employer contribution / active EE | $9,525 | $17,064-44.2% | $27,968-65.9% | $16,539-42.4% |
| Participant deferral / active EE | $0 | $1,954-100.0% | $576-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $6,028-100.0% | $18,975-100.0% |