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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 93-0646988 888 SW 5TH AVE., 1200 · PORTLAND, OR 97204 | Investment Management | $65,943 |
BENESYS, INC.1+ years Service code 13 · EIN 38-2383171 1220 SW MORRISON ST, 300 · PORTLAND, OR 972052222 | Contract Administrator | $32,340 |
BJORKLUND & MONTPLAISIR1+ years Service code 10 · EIN 93-1015766 9020 SW WASHINGTON SQ RD · PORTLAND, OR 97223 | Accounting | $15,000 |
BROWNSTEIN RASK LLP1+ years Service code 29 · EIN 93-0589000 1200 SW MAIN BUILDING · PORTLAND, OR 97205 | Legal | $8,775 |
Filed as: BENNETT HARTMAN MORRIS & KAPLAN LLP Service code 29 · EIN 93-0633539 210 SW MORRISON ST. 500 · PORTLAND, OR 972043149 | Legal | $5,939 |
Filed as: EMPOWER RETIREMENT Service code 13 · EIN 84-0467907 8525 E ORCHARD RD 373 · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $0 |
J HERRLE1+ years Filed as: JH HERRLE & ASSOC. INSURANCE CO. Service code 22 · EIN 93-0692196 1800 SW 1ST AVE. STE 280 · PORTLAND, OR 97201 | Insurance Broker | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,563 | $57,921+2.8% | $84,753-29.7% | $57,658+3.3% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 70.2%+29.8pp |
| Annual return | -1.95% | 10.24%-12.2pp | 22.78%-24.7pp | 5.13%-7.1pp |
| Employer contribution / active EE | $0 | $2,598-100.0% | $3,574-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $2,116 | $2,742-22.8% | $3,712-43.0% | $3,061-30.9% |
| Admin fee / account holder | $234 | $130+80.4% | $5,333-95.6% | $95+147.4% |