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| Provider | Service type | Compensation |
|---|---|---|
SILVERSTONE GROUP5+ years Service code 11 · EIN 47-0813106 | Actuarial | $33,990 |
US BANK1 year Filed as: US BANK TRUST GROUP Service code 21 · EIN 93-6070991 | Bank Trustee | $18,711 |
SELLWOOD CONSULTING LLC5+ years Service code 29 6650 SW REDWOOD LANE · PORTLAND, OR 97224 | Legal | $14,817 |
Filed as: ALDRICH CPAS & ADVISORS LLP Service code 10 · EIN 93-0623286 | Accounting | $10,000 |
BRANDES INVESTMENT PARTNERS5+ years Filed as: BRANDES INVESTMENT Service code 28 · EIN 33-0704072 | Investment Management | $5,217 |
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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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $317,036-100.0% | - | $317,036-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 13.0%-13.0pp |
| Annual return | 17.06% | 15.86%+1.2pp | 13.45%+3.6pp | 13.59%+3.5pp |
| Employer contribution / active EE | $0 | $23,357-100.0% | $26,057-100.0% | $14,592-100.0% |
| Participant deferral / active EE | $0 | $87-100.0% | $181-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $29,657-100.0% | - | $29,657-100.0% |