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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL6+ years Filed as: KMS FINANCIAL SERVICES, INC. Service code 27 · EIN 91-0850651 | Advisory (Plan) | $37,521 |
INDEPENDENT ACTUARIES, INC.6+ years Service code 11 · EIN 93-1132106 | Actuarial | $31,719 |
GEFFEN MESHER5 years Service code 10 888 SW 5TH AVE #800 · PORTLAND, OR 97204 | Accounting | $13,900 |
WELLS FARGO BANK, N.A.6+ years Filed as: WELLS FARGO BANK Service code 21 · EIN 41-6370378 | Bank Trustee | $12,355 |
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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 | $80,166-100.0% | $319,634-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 8.3%-8.3pp | 27.6%-27.6pp | 13.5%-13.5pp |
| Annual return | 10.73% | 8.78%+1.9pp | 175.18%-164.5pp | 9.29%+1.4pp |
| Employer contribution / active EE | $38,621 | $11,816+226.9% | $38,590+0.1% | $15,168+154.6% |
| Participant deferral / active EE | $0 | $8-100.0% | $8-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $1,783-100.0% | $3,298-100.0% | $2,037-100.0% |