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| Provider | Service type | Compensation |
|---|---|---|
PLAN DESIGN CONSULTANTS, INC.7+ years Filed as: NW PLAN SERVICES Service code 15 · EIN 91-2090931 5446 CALIFORNIA AVE 200 · SEATTLE, WA 98136 | Recordkeeping | $84,240 |
BENESYS, INC.7+ years Service code 12 · EIN 38-2383171 PMB116 5331 SW MACADAM · PORTLAND, OR 97239 | Copying and duplicating; Participant ... | $49,743 |
MATRIX TRUST COMPANY7+ years Service code 19 · EIN 51-0099033 2800 N CENTRAL AVE., 900 · PHOENIX, AZ 85004 | Securities Custodian | $44,981 |
HIGHLAND CONSULTING ASSOCIATES7+ years Filed as: HIGHLAND CAPITAL MANAGEMENT Service code 27 · EIN 20-4284376 1605 NW SAMMAMISH RD 250 · ISSAQUAH, WA 98027 | Advisory (Plan) | $26,833 |
Filed as: BROWNSTEIN RASK ET. AL. Service code 29 · EIN 93-0589000 1 SW COLUMBIA ST, STE 900 · PORTLAND, OR 97258 | Legal | $20,342 |
BJORKLUND & MONTPLAISIR7+ years Filed as: BJORKLUND & MONTPLAISIR CPAS Service code 10 · EIN 93-1015766 10300 SW GREENBURG RD470 · PORTLAND, OR 97223 | Accounting | $9,800 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $91,591 | $106,236-13.8% | $112,258-18.4% | $64,814+41.3% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.1%+24.9pp | 71.5%+28.5pp |
| Annual return | -18.13% | -6.02%-12.1pp | 27.47%-45.6pp | 32.84%-51.0pp |
| Employer contribution / active EE | $11,100 | $3,166+250.6% | $3,636+205.3% | $2,507+342.8% |
| Participant deferral / active EE | $16 | $3,785-99.6% | $4,728-99.7% | $4,310-99.6% |
| Admin fee / account holder | $299 | $452-33.8% | $6,411-95.3% | $188+59.1% |