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| Provider | Service type | Compensation |
|---|---|---|
PLAN DESIGN CONSULTANTS, INC.1+ years Filed as: NW PLAN SERVICES Service code 15 · EIN 91-2090931 5446 CALIFORNIA AVE 200 · SEATTLE, WA 98136 | Recordkeeping | $79,774 |
BENESYS, INC.1+ years Service code 12 · EIN 38-2383171 1220 SW MORRISON, 300 · PORTLAND, OR 97204 | Contract Administrator; Participant c... | $45,213 |
MATRIX TRUST COMPANY1+ years Service code 19 · EIN 51-0099033 2800 N CENTRAL AVE., 900 · PHOENIX, AZ 85004 | Securities Custodian | $27,474 |
HIGHLAND CONSULTING ASSOCIATES1+ years Filed as: HIGHLAND CAPITAL MANAGEMENT Service code 27 · EIN 20-4284376 1605 NW SAMMAMISH RD 250 · ISSAQUAH, WA 98027 | Advisory (Plan) | $25,766 |
Filed as: BROWNSTEIN RASK ET. AL. Service code 29 · EIN 93-0589000 1200 SW MAIN STREET · PORTLAND, OR 97205 | Legal | $14,778 |
BJORKLUND & MONTPLAISIR1+ years Filed as: BJORKLUND & MONTPLAISIR CPAS Service code 10 · EIN 93-1015766 9020 SW WA SQUARE ROAD · PORTLAND, OR 97223 | Accounting | $9,300 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,272 | $57,921+12.7% | $84,753-23.0% | $57,658+13.2% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 70.2%+29.8pp |
| Annual return | 6.37% | 10.24%-3.9pp | 22.78%-16.4pp | 5.13%+1.2pp |
| Employer contribution / active EE | $8,294 | $2,598+219.2% | $3,574+132.0% | $1,974+320.2% |
| Participant deferral / active EE | $0 | $2,742-100.0% | $3,712-100.0% | $3,061-100.0% |
| Admin fee / account holder | $255 | $130+96.6% | $5,333-95.2% | $95+169.7% |