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| Provider | Service type | Compensation |
|---|---|---|
INDEPENDENT ACTUARIES, INC.5+ years Service code 11 · EIN 93-1132106 | Actuarial | $38,797 |
LPL FINANCIAL5+ years Filed as: KMS FINANCIAL SERVICES, INC. Service code 27 · EIN 91-0850651 | Advisory (Plan) | $28,560 |
GEFFEN MESHER4 years Service code 10 888 SW 5TH AVE #800 · PORTLAND, OR 97204 | Accounting | $13,250 |
WELLS FARGO BANK, N.A.5+ years Filed as: WELLS FARGO BANK Service code 21 · EIN 41-6370378 | Bank Trustee | $12,335 |
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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 | $60,964-100.0% | $286,273-100.0% | $317,036-100.0% |
| Participation rate | 0.0% | 23.4%-23.4pp | 30.6%-30.6pp | 13.0%-13.0pp |
| Annual return | 17.45% | 11.74%+5.7pp | 10.78%+6.7pp | 13.59%+3.9pp |
| Employer contribution / active EE | $60,161 | $11,467+424.6% | $41,857+43.7% | $14,592+312.3% |
| Participant deferral / active EE | $0 | $7-100.0% | $59-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $1,188-100.0% | $83,605-100.0% | $29,657-100.0% |