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| Provider | Service type | Compensation |
|---|---|---|
SEGALL BRYANT & HAMILL1+ years Service code 28 · EIN 41-1788385 10 S WACKER DR, STE 3500 · CHICAGO, IL 60603 | Investment Management | $106,596 |
THOMAS WHITE INTERNATIONAL1+ years Filed as: THOMAS WHITE INTERNATIONAL, LTD Service code 28 · EIN 36-3831152 440 S LASALLE ST STE 3900 · CHICAGO, IL 60605 | Investment Management | $98,132 |
BOSTON PARTNERS1+ years Filed as: THE BOSTON COMPANY Service code 28 · EIN 04-3404987 201 WASHINGTON ST 24TH FL · BOSTON, MA 02108 | Investment Management | $88,225 |
Service code 28 · EIN 93-0646988 888 SW 7TH AVE, STE 1200 · PORTLAND, OR 97204 | Investment Management | $76,016 |
MILLIMAN, INC.1+ years Filed as: MILLIMAN USA Service code 11 · EIN 93-0675641 111 SW 5TH AVE, STE. 3700 · PORTLAND, OR 97204 | Actuarial | $75,963 |
WILLIAM C. EARHART CO., INC.1+ years Filed as: WILLIAM C. EARHART CO. INC. Service code 13 · EIN 93-1309129 3140 NE BROADWAY ST. · PORTLAND, OR 97232 | Contract Administrator | $75,069 |
MILLER KAPLAN ARASE LLP1+ years Filed as: MILLER NASH WEINER ETC Service code 29 · EIN 93-0410518 111 SW 5TH AVENUE · PORTLAND, OR 97204 | Legal | $74,857 |
VERUS1+ years Filed as: VERUS ADVISORY, INC. Service code 17 · EIN 91-1320111 999 THIRD AVE, SUITE 4200 · SEATTLE, WA 98104 | Pension Consulting | $62,500 |
BJORKLUND & MONTPLAISIR1+ years Service code 10 · EIN 93-1015766 9020 SW WASHINGTON SQ RD · PORTLAND, OR 97223 | Accounting | $43,938 |
US BANK1+ years Filed as: US BANK N.A. Service code 19 · EIN 41-6271370 555 SW OAK STREET · PORTLAND, OR 97208 | Securities Custodian | $29,797 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $82,591-100.0% | $115,244-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 33.3%-33.3pp | 0.8%-0.8pp |
| Annual return | -1.02% | 0.68%-1.7pp | -1.61%+0.6pp | -0.60%-0.4pp |
| Employer contribution / active EE | $5,073 | $10,568-52.0% | $30,840-83.6% | $12,272-58.7% |
| Participant deferral / active EE | $0 | $0 | $41-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $3,433-100.0% | $717-100.0% |