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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY1+ years Filed as: JP MORGAN ASSET MANAGEMENT Service code 28 · EIN 13-3200244 10 SOUTH DEARBORN · CHICAGO, IL 60603 | Investment Management | $123,656 |
THE SEGAL COMPANY1+ years Filed as: SEGAL COMPANY Service code 11 · EIN 94-1503999 120 MONTGOMERY STREET · SAN FRANCISCO, CA 94104 | Actuarial | $82,458 |
ZENITH AMERICAN SOLUTIONS1+ years Filed as: ZENITH ADMINISTRATORS, INC. Service code 13 · EIN 52-1590517 201 QUEEN ANNE AVE N 100 · SEATTLE, WA 981094896 | Contract Administrator | $70,725 |
ALAN BILLER & ASSOCIATES1+ years Service code 27 · EIN 94-2854958 535 MIDDLEFIELD ROAD 230 · MENLO PARK, CA 94025 | Advisory (Plan) | $62,376 |
ANALYTIC INVESTORS, LLC1+ years Service code 28 · EIN 95-2665790 555 WEST FIFTH STREET · LOS ANGELES, CA 90013 | Investment Management | $54,570 |
MECHANIC LAW FIRM1+ years Service code 29 · EIN 30-0607248 6420 SW MACADAM AVE. · PORTLAND, OR 97201 | Legal | $51,996 |
OGLETREE DEAKINS1+ years Filed as: OGLETREE DEAKINS ET AL Service code 29 · EIN 57-1044820 222 SW COLUMBIA ST. 1500 · PORTLAND, OR 97201 | Legal | $30,166 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO BANK Service code 19 · EIN 94-2984230 1300 SW 5TH AVENUE · PORTLAND, OR 97201 | Securities Custodian | $29,300 |
BJORKLUND & MONTPLAISIR1+ years Service code 10 · EIN 93-1015766 9020 SW WASHINGTON SQU RD · PORTLAND, OR 97223 | Accounting | $21,135 |
INVESCO1+ years Filed as: INVESCO NATIONAL TRUST CO. Service code 28 · EIN 84-0591534 P.O. BOX 79269 · ATLANTA, GA 303577269 | Investment Management | $12,775 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $82,591-100.0% | $522,682-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 5.6%-5.6pp | 12.6%-12.6pp | 0.8%-0.8pp |
| Annual return | 1.59% | -0.43%+2.0pp | -3.43%+5.0pp | -0.60%+2.2pp |
| Employer contribution / active EE | $2,626 | $10,132-74.1% | $25,607-89.7% | $12,272-78.6% |
| Participant deferral / active EE | $0 | $566-100.0% | $77-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $13,511-100.0% | $717-100.0% |