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| Provider | Service type | Compensation |
|---|---|---|
SILVERSTONE GROUP1+ years Service code 11 · EIN 47-0813106 | Actuarial | $60,522 |
US BANK1+ years Filed as: U.S. BANK TRUST GROUP Service code 21 · EIN 93-6070991 | Bank Trustee | $21,099 |
SELLWOOD CONSULTING LLC1+ years Service code 29 6650 SW REDWOOD LANE · PORTLAND, OR 97224 | Legal | $13,165 |
AKT LLP1+ years Filed as: AKT LLC Service code 10 · EIN 93-0623286 | Accounting | $12,500 |
BRANDES INVESTMENT PARTNERS1+ years Filed as: BRANDES INVESTMENT Service code 28 · EIN 33-0704072 | Investment Management | $10,432 |
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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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $211,396-100.0% | $10,105-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 11.1%-11.1pp | 4.3%-4.3pp |
| Annual return | -2.63% | 138.90%-141.5pp | 16.23%-18.9pp | 2.81%-5.4pp |
| Employer contribution / active EE | $8,475 | $16,232-47.8% | $17,605-51.9% | $16,358-48.2% |
| Participant deferral / active EE | $0 | $1,217-100.0% | $237-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $1,639-100.0% | $11-100.0% | $1,639-100.0% |