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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY5+ years Filed as: JP MORGAN ASSET MANAGEMENT Service code 28 · EIN 13-3200244 10 SOUTH DEARBORN · CHICAGO, IL 60603 | Investment Management | $94,819 |
THE SEGAL COMPANY5+ years Filed as: SEGAL COMPANY Service code 11 · EIN 94-1503999 120 MONTGOMERY STREET · SAN FRANCISCO, CA 94104 | Actuarial | $87,939 |
ALAN BILLER & ASSOCIATES5+ years Service code 27 · EIN 94-2854958 535 MIDDLEFIELD ROAD 230 · MENLO PARK, CA 94025 | Advisory (Plan) | $77,420 |
ZENITH AMERICAN SOLUTIONS5+ years Filed as: ZENITH ADMINISTRATORS, INC. Service code 13 · EIN 52-1590517 201 QUEEN ANNE AVE N 100 · SEATTLE, WA 981094896 | Contract Administrator | $69,660 |
WELLS FARGO BANK, N.A.5+ years Filed as: WELLS FARGO BANK Service code 19 · EIN 94-2984230 1300 SW 5TH AVENUE · PORTLAND, OR 97201 | Securities Custodian | $36,320 |
OGLETREE DEAKINS5+ years Filed as: OGLETREE DEAKINS ET AL Service code 29 · EIN 57-1044820 222 SW COLUMBIA ST. 1500 · PORTLAND, OR 97201 | Legal | $15,774 |
BJORKLUND & MONTPLAISIR5+ years Service code 10 · EIN 93-1015766 9020 SW WASHINGTON SQU RD · PORTLAND, OR 97223 | Accounting | $15,250 |
GOLDEN CAPITAL MANAGEMENT4 years Service code 28 · EIN 56-2210064 10715 DAVID TAYLOR DRIVE · CHARLOTTE, NC 28262 | Investment Management | $10,864 |
Filed as: BENNETT HARTMAN MORRIS & KAPLAN Service code 29 · EIN 93-0633539 111 SW 5TH AVE., 1650 · PORTLAND, OR 97204 | Legal | $1,578 |
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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 | $3,370,408-100.0% | $133,543,011-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.0%-8.0pp | 1.2%-1.2pp |
| Annual return | 14.48% | 221.56%-207.1pp | 29.77%-15.3pp | 53.27%-38.8pp |
| Employer contribution / active EE | $3,549 | $12,096-70.7% | $33,607-89.4% | $14,774-76.0% |
| Participant deferral / active EE | $0 | $286-100.0% | $96-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $835,310-100.0% | $13,289-100.0% |