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| Provider | Service type | Compensation |
|---|---|---|
OCTOBER THREE CONSULTING LLC2+ years Service code 11 · EIN 27-1175487 | Actuarial | $140,928 |
MOSS ADAMS LLP1 year Filed as: MOSS ADAMS Service code 10 · EIN 91-0189318 | Accounting | $30,000 |
THE OREGON CLINIC1 year Service code 14 · EIN 93-1127856 | Plan Administrator | $22,323 |
AB FUNDS1 year Filed as: ALLIANCE BERNSTEIN L.P. Service code 28 · EIN 13-4064930 | Investment Management | $20,374 |
STOEL RIVES LLP2+ years Service code 29 · EIN 93-0408771 | Legal | $16,596 |
MATRIX TRUST COMPANY1 year Filed as: MATRIX Service code 21 · EIN 75-3182674 | Bank Trustee | $6,418 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,520-100.0% | $329,695-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 14.3%-14.3pp | 43.4%-43.4pp | 2.1%-2.1pp |
| Annual return | 7.86% | 7.03%+0.8pp | 9.82%-2.0pp | 7.65%+0.2pp |
| Employer contribution / active EE | $65,209 | $15,106+331.7% | $30,322+115.1% | $20,582+216.8% |
| Participant deferral / active EE | $0 | $0 | $66-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $53,840-100.0% | $193-100.0% |