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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY9+ years Filed as: JP MORGAN ASSET MANAGEMENT Service code 28 · EIN 13-3200244 10 SOUTH DEARBORN · CHICAGO, IL 60603 | Investment Management | $165,690 |
THE SEGAL COMPANY9+ years Filed as: SEGAL COMPANY Service code 11 · EIN 94-1503999 120 MONTGOMERY STREET · SAN FRANCISCO, CA 94104 | Actuarial | $112,029 |
ZENITH AMERICAN SOLUTIONS9+ years Filed as: ZENITH ADMINISTRATORS, INC. Service code 13 · EIN 52-1590517 12205 SW TUALATIN RD. · TUALATIN, OR 97062 | Contract Administrator | $84,000 |
ALAN BILLER & ASSOCIATES9+ years Service code 27 · EIN 94-2854958 535 MIDDLEFIELD ROAD 230 · MENLO PARK, CA 94025 | Advisory (Plan) | $83,603 |
Filed as: PRINCIPAL TRUST COMPANY Service code 19 · EIN 51-0099493 1013 CENTRE ROAD, ST. 300 · WILMINGTON, DE 19805 | Securities Custodian | $27,538 |
BLACKROCK1 year Service code 28 · EIN 47-1217136 50 HUDSON YARDS · NEW YORK, NY 10001 | Investment Management | $24,293 |
BJORKLUND & MONTPLAISIR9+ years Service code 10 · EIN 93-1015766 9020 SW WASHINGTON SQU RD · PORTLAND, OR 97223 | Accounting | $24,130 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO COMMUNITY BANK Service code 65 · EIN 94-1347393 1300 SW 5TH AVENUE · PORTLAND, OR 97201 | Account Maintenance | $5,778 |
OGLETREE DEAKINS9+ years Filed as: OGLETREE DEAKINS ET AL Service code 29 · EIN 57-1044820 222 SW COLUMBIA ST. 1500 · PORTLAND, OR 97201 | Legal | $5,577 |
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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 | $3,299,877-100.0% | $182,032-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 13.4%-13.4pp | 2.3%-2.3pp |
| Annual return | 8.45% | 8.00%+0.5pp | 7.69%+0.8pp | 37.74%-29.3pp |
| Employer contribution / active EE | $2,489 | $15,902-84.3% | $28,501-91.3% | $15,788-84.2% |
| Participant deferral / active EE | $0 | $476-100.0% | $49-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $51,246-100.0% | $9,287-100.0% |