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| Provider | Service type | Compensation |
|---|---|---|
PLAN DESIGN CONSULTANTS, INC.5+ years Filed as: NW PLAN SERVICES Service code 15 · EIN 91-2090931 5446 CALIFORNIA AVE 200 · SEATTLE, WA 98136 | Recordkeeping | $77,599 |
BENESYS, INC.5+ years Service code 12 · EIN 38-2383171 PMB116 5331 SW MACADAM · PORTLAND, OR 97239 | Contract Administrator; Copying and d... | $46,431 |
MATRIX TRUST COMPANY5+ years Service code 19 · EIN 51-0099033 2800 N CENTRAL AVE., 900 · PHOENIX, AZ 85004 | Securities Custodian | $35,796 |
HIGHLAND CONSULTING ASSOCIATES5+ years Filed as: HIGHLAND CAPITAL MANAGEMENT Service code 27 · EIN 20-4284376 1605 NW SAMMAMISH RD 250 · ISSAQUAH, WA 98027 | Advisory (Plan) | $25,458 |
Filed as: BROWNSTEIN RASK ET. AL. Service code 29 · EIN 93-0589000 1 SW COLUMBIA ST, STE 900 · PORTLAND, OR 97258 | Legal | $21,615 |
BJORKLUND & MONTPLAISIR5+ 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 | $89,426 | $91,517-2.3% | $101,271-11.7% | $73,412+21.8% |
| Participation rate | 100.0% | 73.8%+26.2pp | 75.8%+24.2pp | 72.2%+27.8pp |
| Annual return | 8.51% | 17.17%-8.7pp | 46.48%-38.0pp | 59.30%-50.8pp |
| Employer contribution / active EE | $11,333 | $2,877+294.0% | $3,660+209.6% | $2,234+407.4% |
| Participant deferral / active EE | $0 | $3,338-100.0% | $4,371-100.0% | $3,806-100.0% |
| Admin fee / account holder | $267 | $216+23.7% | $5,948-95.5% | $158+69.1% |