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| Provider | Service type | Compensation |
|---|---|---|
MECHANIC LAW FIRM3+ years Service code 29 · EIN 30-0607248 6420 SW MACADAM AVE. · PORTLAND, OR 97201 | Legal | $169,914 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: JP MORGAN ASSET MANAGEMENT Service code 28 · EIN 13-3200244 10 SOUTH DEARBORN · CHICAGO, IL 60603 | Investment Management | $105,555 |
MILLIMAN, INC.1 year Filed as: MILLIMAN Service code 11 · EIN 93-0675641 111 SW 5TH AVENUE · PORTLAND, OR 97204 | Actuarial | $74,470 |
THE SEGAL COMPANY3+ years Filed as: SEGAL COMPANY Service code 11 · EIN 94-1503999 120 MONTGOMERY STREET · SAN FRANCISCO, CA 94104 | Actuarial | $74,470 |
ZENITH AMERICAN SOLUTIONS3+ years Filed as: ZENITH ADMINISTRATORS, INC. Service code 13 · EIN 52-1590517 201 QUEEN ANNE AVE N 100 · SEATTLE, WA 981094896 | Contract Administrator | $72,264 |
ALAN BILLER & ASSOCIATES3+ years Service code 27 · EIN 94-2854958 535 MIDDLEFIELD ROAD 230 · MENLO PARK, CA 94025 | Advisory (Plan) | $62,292 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO BANK Service code 19 · EIN 94-2984230 1300 SW 5TH AVENUE · PORTLAND, OR 97201 | Securities Custodian | $36,232 |
OGLETREE DEAKINS3+ years Filed as: OGLETREE DEAKINS ET AL Service code 29 · EIN 57-1044820 222 SW COLUMBIA ST. 1500 · PORTLAND, OR 97201 | Legal | $25,212 |
GOLDEN CAPITAL MANAGEMENT2 years Service code 28 · EIN 56-2210064 10715 DAVID TAYLOR DRIVE · CHARLOTTE, NC 28262 | Investment Management | $21,790 |
Filed as: BENNETT HARTMAN MORRIS & KAPLAN Service code 29 · EIN 93-0633539 111 SW 5TH AVE., 1650 · PORTLAND, OR 97204 | Legal | $21,031 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $170,924-100.0% | $144,462-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 6.1%-6.1pp | 11.7%-11.7pp | 1.9%-1.9pp |
| Annual return | 14.58% | 79.68%-65.1pp | 16.78%-2.2pp | 23.90%-9.3pp |
| Employer contribution / active EE | $2,500 | $21,735-88.5% | $26,328-90.5% | $16,539-84.9% |
| Participant deferral / active EE | $0 | $354-100.0% | $97-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $1,335-100.0% | $20,893-100.0% | $18,975-100.0% |