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| Provider | Service type | Compensation |
|---|---|---|
WPAS, INC.6 years Service code 10 · EIN 91-1363171 | Accounting | $87,378 |
WASHINGTON CAPITAL MANAGEMENT, INC.10+ years Service code 51 · EIN 91-1042342 | Investment Mgmt Fees | $75,431 |
NWPS3 years Service code 11 · EIN 04-3721424 | Actuarial | $36,000 |
BRADLEY L. MIDDLETON, PC7 years Filed as: BRADLEY L. MIDDLETON PC Service code 29 · EIN 93-1215960 6950 SW HAMPTON STREET, SUIT 250 · TIGARD, OR 97223 | Legal | $35,503 |
HIGHLAND CONSULTING ASSOCIATES10+ years Filed as: HIGHLAND CAPITAL ADVISORS, LLC Service code 27 · EIN 20-4284376 | Advisory (Plan) | $28,470 |
THE BANK OF NEW YORK MELLON7 years Filed as: U.S. BANK, N.A. Service code 19 · EIN 31-0841368 | Securities Custodian | $19,034 |
THE SEGAL COMPANY6 years Filed as: THE SEGAL GROUP, INC. Service code 11 · EIN 94-1503999 | Actuarial | $16,624 |
ANASTASI, MOORE & MARTIN, PLLC10+ years Service code 10 · EIN 20-8149084 | Accounting | $14,500 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $141,811-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 15.2%-15.2pp | 0.0%0pp |
| Annual return | 7.17% | 8.65%-1.5pp | 9.03%-1.9pp | 10.20%-3.0pp |
| Employer contribution / active EE | $7,702 | $14,388-46.5% | $26,284-70.7% | $15,145-49.1% |
| Participant deferral / active EE | $0 | $2,028-100.0% | $1-100.0% | $2,028-100.0% |
| Admin fee / account holder | $0 | $0 | $940-100.0% | - |