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| Provider | Service type | Compensation |
|---|---|---|
SILVERSTONE GROUP2+ years Service code 11 · EIN 47-0813106 | Actuarial | $42,088 |
BRANDES INVESTMENT PARTNERS2+ years Filed as: BRANDES INVESTMENT Service code 28 · EIN 33-0704072 | Investment Management | $28,714 |
US BANK2+ years Filed as: U.S. BANK TRUST GROUP Service code 21 · EIN 93-6070991 | Bank Trustee | $20,809 |
SELLWOOD CONSULTING LLC2+ years Service code 29 6650 SW REDWOOD LANE · PORTLAND, OR 97224 | Legal | $13,560 |
Filed as: ALDRICH CPAS & ADVISORS LLP Service code 10 · EIN 93-0623286 | Accounting | $12,500 |
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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 | $49,677-100.0% | $14,339-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.0%-17.0pp | 3.6%-3.6pp |
| Annual return | 6.33% | 6.68%-0.4pp | 1.15%+5.2pp | 11.88%-5.5pp |
| Employer contribution / active EE | $21,028 | $17,550+19.8% | $26,339-20.2% | $14,612+43.9% |
| Participant deferral / active EE | $0 | $1,230-100.0% | $178-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $3,605-100.0% | $637-100.0% |