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| Provider | Service type | Compensation |
|---|---|---|
PLAN DESIGN CONSULTANTS, INC.4+ years Filed as: NW PLAN SERVICES Service code 15 · EIN 91-2090931 5446 CALIFORNIA AVE 200 · SEATTLE, WA 98136 | Recordkeeping | $78,642 |
BENESYS, INC.4+ years Service code 12 · EIN 38-2383171 PMB116 5331 SW MACADAM · PORTLAND, OR 97239 | Contract Administrator; Copying and d... | $45,278 |
MATRIX TRUST COMPANY4+ years Service code 19 · EIN 51-0099033 2800 N CENTRAL AVE., 900 · PHOENIX, AZ 85004 | Securities Custodian | $33,829 |
HIGHLAND CONSULTING ASSOCIATES4+ years Filed as: HIGHLAND CAPITAL MANAGEMENT Service code 27 · EIN 20-4284376 1605 NW SAMMAMISH RD 250 · ISSAQUAH, WA 98027 | Advisory (Plan) | $29,184 |
Filed as: BROWNSTEIN RASK ET. AL. Service code 29 · EIN 93-0589000 1 SW COLUMBIA ST, STE 900 · PORTLAND, OR 97258 | Legal | $11,265 |
BJORKLUND & MONTPLAISIR4+ years Filed as: BJORKLUND & MONTPLAISIR CPAS Service code 10 · EIN 93-1015766 9020 SW WA SQUARE ROAD · PORTLAND, OR 97223 | Accounting | $9,700 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,937 | $66,601+15.5% | $92,909-17.2% | $67,579+13.8% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 71.3%+28.7pp |
| Annual return | 4.24% | 92.58%-88.3pp | 109.44%-105.2pp | 378.56%-374.3pp |
| Employer contribution / active EE | $12,720 | $2,775+358.3% | $3,653+248.2% | $2,148+492.3% |
| Participant deferral / active EE | $0 | $3,157-100.0% | $4,238-100.0% | $3,539-100.0% |
| Admin fee / account holder | $241 | $199+21.2% | $5,795-95.8% | $142+69.4% |