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| Provider | Service type | Compensation |
|---|---|---|
SILVERSTONE GROUP3+ years Service code 11 · EIN 47-0813106 | Actuarial | $33,790 |
BRANDES INVESTMENT PARTNERS3+ years Filed as: BRANDES INVESTMENT Service code 28 · EIN 33-0704072 | Investment Management | $20,972 |
US BANK3+ years Filed as: U.S. BANK TRUST GROUP Service code 21 · EIN 93-6070991 | Bank Trustee | $19,029 |
SELLWOOD CONSULTING LLC3+ years Service code 29 6650 SW REDWOOD LANE · PORTLAND, OR 97224 | Legal | $13,966 |
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Annual investment return 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 | $44,091-100.0% | $9,655,338-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 7.4%-7.4pp | 4.5%-4.5pp |
| Annual return | 11.31% | 13.07%-1.8pp | 11.12%+0.2pp | 13.95%-2.6pp |
| Employer contribution / active EE | $29,703 | $15,406+92.8% | $22,651+31.1% | $16,598+79.0% |
| Participant deferral / active EE | $0 | $685-100.0% | $198-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $57,986-100.0% | $612-100.0% |