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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FERGUSON WELLMAN CAPITAL MANAGMENT Service code 28 · EIN 93-0646988 888 SW FIFTH AVE. · PORTLAND, OR 972042026 | Investment Management | $23,615 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,575 | $63,924-38.1% | $108,582-63.6% | $55,167-28.3% |
| Participation rate | 100.0% | 74.3%+25.7pp | 79.6%+20.4pp | 69.0%+31.0pp |
| Annual return | 4.37% | 15.31%-10.9pp | -51.70%+56.1pp | 169.23%-164.9pp |
| Employer contribution / active EE | $3,750 | $1,879+99.6% | $3,758-0.2% | $1,963+91.1% |
| Participant deferral / active EE | $0 | $3,067-100.0% | $4,311-100.0% | $3,054-100.0% |
| Admin fee / account holder | $214 | $618-65.4% | $7,645-97.2% | $504-57.6% |