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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) | $20,174 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,970 | $61,172+20.9% | $185,851-60.2% | $79,389-6.8% |
| Participation rate | 93.1% | 66.6%+26.4pp | 81.7%+11.3pp | 70.7%+22.3pp |
| Annual return | 13.68% | 19.45%-5.8pp | 122.11%-108.4pp | 116.89%-103.2pp |
| Employer contribution / active EE | $1,451 | $2,321-37.5% | $5,168-71.9% | $2,428-40.2% |
| Participant deferral / active EE | $3,432 | $2,788+23.1% | $5,569-38.4% | $4,046-15.2% |
| Admin fee / account holder | $103 | $710-85.5% | $16,245-99.4% | $626-83.6% |