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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 | $26,006 |
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 | $44,985 | $71,192-36.8% | $117,860-61.8% | $62,293-27.8% |
| Participation rate | 96.5% | 74.2%+22.3pp | 79.7%+16.8pp | 69.5%+27.0pp |
| Annual return | 9.32% | 18.66%-9.3pp | 335.10%-325.8pp | 28.90%-19.6pp |
| Employer contribution / active EE | $2,632 | $1,934+36.1% | $3,786-30.5% | $2,042+28.9% |
| Participant deferral / active EE | $0 | $3,189-100.0% | $4,482-100.0% | $3,169-100.0% |
| Admin fee / account holder | $246 | $587-58.1% | $8,021-96.9% | $479-48.7% |