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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER RETIREMENT Service code 13 · EIN 84-0467907 8525 E ORCHARD RD 373 · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $130,294 |
Service code 27 · EIN 93-0646988 888 SW 5TH AVE., 1200 · PORTLAND, OR 97204 | Advisory (Plan) | $89,990 |
BENESYS, INC.8+ years Service code 10 · EIN 38-2383171 5331 SW MACADAM AVE. 258 · PORTLAND, OR 97239 | Accounting | $37,095 |
BJORKLUND & MONTPLAISIR8+ years Service code 10 · EIN 93-1015766 9020 SW WASHINGTON SQ RD · PORTLAND, OR 97223 | Accounting | $16,400 |
BROWNSTEIN RASK LLP8+ years Service code 29 · EIN 93-0589000 1200 SW MAIN BUILDING · PORTLAND, OR 97205 | Legal | $10,751 |
J HERRLE8+ 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 |
THE BANK OF NEW YORK MELLON7 years Service code 19 · EIN 13-5160382 500 GRANT ST,STE 151-0625 · PITTSBURGH, PA 15258 | Securities Custodian | $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 | $44,616 | $88,479-49.6% | $96,538-53.8% | $80,169-44.3% |
| Participation rate | 99.7% | 79.9%+19.8pp | 74.3%+25.3pp | 72.9%+26.7pp |
| Annual return | -5.70% | 22.53%-28.2pp | 35.74%-41.4pp | 40.39%-46.1pp |
| Employer contribution / active EE | $0 | $4,177-100.0% | $3,740-100.0% | $2,978-100.0% |
| Participant deferral / active EE | $5,659 | $3,961+42.9% | $4,880+15.9% | $5,016+12.8% |
| Admin fee / account holder | $208 | $211-1.7% | $6,737-96.9% | $145+43.3% |