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| Provider | Service type | Compensation |
|---|---|---|
MECHANIC LAW FIRM2+ years Service code 29 · EIN 30-0607248 6420 SW MACADAM AVE. · PORTLAND, OR 97201 | Legal | $124,476 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: JP MORGAN ASSET MANAGEMENT Service code 28 · EIN 13-3200244 10 SOUTH DEARBORN · CHICAGO, IL 60603 | Investment Management | $117,509 |
THE SEGAL COMPANY2+ years Filed as: SEGAL COMPANY Service code 11 · EIN 94-1503999 120 MONTGOMERY STREET · SAN FRANCISCO, CA 94104 | Actuarial | $73,439 |
ZENITH AMERICAN SOLUTIONS2+ years Filed as: ZENITH ADMINISTRATORS, INC. Service code 13 · EIN 52-1590517 201 QUEEN ANNE AVE N 100 · SEATTLE, WA 981094896 | Contract Administrator | $70,443 |
ALAN BILLER & ASSOCIATES2+ years Service code 27 · EIN 94-2854958 535 MIDDLEFIELD ROAD 230 · MENLO PARK, CA 94025 | Advisory (Plan) | $62,080 |
ANALYTIC INVESTORS, LLC2+ years Service code 28 · EIN 95-2665790 555 WEST FIFTH STREET · LOS ANGELES, CA 90013 | Investment Management | $55,724 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO BANK Service code 19 · EIN 94-2984230 1300 SW 5TH AVENUE · PORTLAND, OR 97201 | Securities Custodian | $34,188 |
OGLETREE DEAKINS2+ years Filed as: OGLETREE DEAKINS ET AL Service code 29 · EIN 57-1044820 222 SW COLUMBIA ST. 1500 · PORTLAND, OR 97201 | Legal | $29,192 |
GEFFEN MESHER1 year Service code 10 · EIN 93-1042710 888 SW 5TH AVENUE, SUITE · PORTLAND, OR 97204 | Accounting | $23,356 |
Service code 28 · EIN 56-2210064 10715 DAVID TAYLOR DRIVE · CHARLOTTE, NC 28262 | Investment Management | $19,093 |
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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 | $35,636-100.0% | $151,941-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.6%-10.6pp | 1.8%-1.8pp |
| Annual return | 6.17% | 17.94%-11.8pp | 5.44%+0.7pp | 7.18%-1.0pp |
| Employer contribution / active EE | $2,600 | $12,263-78.8% | $25,481-89.8% | $13,095-80.1% |
| Participant deferral / active EE | $0 | $388-100.0% | $65-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $11,765-100.0% | $362-100.0% |