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| Provider | Service type | Compensation |
|---|---|---|
SILVERSTONE GROUP4+ years Service code 11 · EIN 47-0813106 | Actuarial | $31,840 |
US BANK4+ years Filed as: U.S. BANK TRUST GROUP Service code 21 · EIN 93-6070991 | Bank Trustee | $21,535 |
BRANDES INVESTMENT PARTNERS4+ years Filed as: BRANDES INVESTMENT Service code 28 · EIN 33-0704072 | Investment Management | $19,381 |
SELLWOOD CONSULTING LLC4+ years Service code 29 6650 SW REDWOOD LANE · PORTLAND, OR 97224 | Legal | $14,385 |
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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 | $105,125-100.0% | $221,583-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 4.3%-4.3pp | 14.6%-14.6pp |
| Annual return | -4.07% | -3.21%-0.9pp | -6.55%+2.5pp | 10.56%-14.6pp |
| Employer contribution / active EE | $28,947 | $17,428+66.1% | $21,653+33.7% | $13,643+112.2% |
| Participant deferral / active EE | $0 | $183-100.0% | $160-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $3,354-100.0% | $1,920-100.0% | $3,354-100.0% |