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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) | $15,264 |
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 | $52,532 | $61,391-14.4% | $149,723-64.9% | $71,529-26.6% |
| Participation rate | 90.9% | 62.5%+28.4pp | 78.8%+12.1pp | 67.9%+23.0pp |
| Annual return | 18.92% | 35.88%-17.0pp | 134.50%-115.6pp | 28.97%-10.1pp |
| Employer contribution / active EE | $2,030 | $2,384-14.8% | $4,821-57.9% | $2,590-21.6% |
| Participant deferral / active EE | $4,114 | $2,921+40.9% | $5,682-27.6% | $4,291-4.1% |
| Admin fee / account holder | $62 | $1,264-95.1% | $13,215-99.5% | $1,588-96.1% |