Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
INDEPENDENT ACTUARIES, INC.2+ years Service code 11 · EIN 93-1132106 | Actuarial | $44,458 |
LPL FINANCIAL2+ years Filed as: KMS FINANCIAL SERVICES, INC. Service code 27 · EIN 91-0850651 | Advisory (Plan) | $35,502 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO BANK Service code 21 · EIN 41-6370378 | Bank Trustee | $29,164 |
GEFFEN MESHER1 year Service code 10 888 SW 5TH AVE #800 · PORTLAND, OR 97204 | Accounting | $11,500 |
OGLETREE DEAKINS2+ years Filed as: OGLETREE,DEAKINS,NASH,SMOAK&STEWART Service code 29 222 SW COLUMBIA STREET, SUITE 1500 · PORTLAND, OR 97201 | Legal | $9,732 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Participant 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $89,277-100.0% | $322,681-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 16.7%-16.7pp | 27.6%-27.6pp | 12.6%-12.6pp |
| Annual return | 8.08% | 4.39%+3.7pp | 4.07%+4.0pp | 4.56%+3.5pp |
| Employer contribution / active EE | $51,852 | $12,633+310.5% | $36,235+43.1% | $15,526+234.0% |
| Participant deferral / active EE | $0 | $7-100.0% | $215-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $1,741-100.0% | $7,128-100.0% | $1,711-100.0% |