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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FERGUSON WELLMAN CAPITAL MANAGMENT Service code 26 · EIN 93-0646988 888 SW 5TH AVE. STE. 1200 · PORTLAND, OR 97204 | Advisory (Participants) | $15,356 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,982 | $58,895+22.2% | $178,503-59.7% | $73,497-2.1% |
| Participation rate | 95.3% | 66.2%+29.0pp | 81.9%+13.3pp | 70.7%+24.6pp |
| Annual return | 19.06% | 24.86%-5.8pp | 151.12%-132.1pp | 28.51%-9.5pp |
| Employer contribution / active EE | $1,582 | $2,236-29.3% | $5,011-68.4% | $2,270-30.3% |
| Participant deferral / active EE | $2,867 | $2,567+11.7% | $5,202-44.9% | $3,740-23.3% |
| Admin fee / account holder | $86 | $400-78.6% | $13,987-99.4% | $513-83.3% |