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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) | $19,989 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $58,130 | $65,125-10.7% | $143,797-59.6% | $66,949-13.2% |
| Participation rate | 94.4% | 65.2%+29.2pp | 80.3%+14.1pp | 69.8%+24.6pp |
| Annual return | -18.16% | -11.13%-7.0pp | -0.04%-18.1pp | 1.57%-19.7pp |
| Employer contribution / active EE | $1,927 | $2,362-18.4% | $4,952-61.1% | $2,545-24.3% |
| Participant deferral / active EE | $3,534 | $2,920+21.0% | $5,638-37.3% | $4,239-16.6% |
| Admin fee / account holder | $93 | $503-81.6% | $14,679-99.4% | $594-84.4% |