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| Provider | Service type | Compensation |
|---|---|---|
SEGALL BRYANT & HAMILL2+ years Service code 28 · EIN 41-1788385 10 S WACKER DR, STE 3500 · CHICAGO, IL 60603 | Investment Management | $94,085 |
MILLIMAN, INC.2+ years Filed as: MILLIMAN USA Service code 11 · EIN 93-0675641 111 SW 5TH AVE, STE. 3700 · PORTLAND, OR 97204 | Actuarial | $90,367 |
BOSTON PARTNERS2+ years Filed as: THE BOSTON COMPANY Service code 28 · EIN 04-3404987 201 WASHINGTON ST 24TH FL · BOSTON, MA 02108 | Investment Management | $86,225 |
WILLIAM C. EARHART CO., INC.2+ years Filed as: WILLIAM C. EARHART CO. INC. Service code 13 · EIN 93-1309129 3140 NE BROADWAY ST. · PORTLAND, OR 97232 | Contract Administrator | $73,516 |
VERUS2+ years Filed as: VERUS ADVISORY, INC. Service code 17 · EIN 91-1320111 999 THIRD AVE, SUITE 4200 · SEATTLE, WA 98104 | Pension Consulting | $70,000 |
Service code 29 · EIN 93-0410518 111 SW 5TH AVENUE · PORTLAND, OR 97204 | Legal | $57,338 |
US BANK2+ years Filed as: US BANK N.A. Service code 19 · EIN 41-6271370 555 SW OAK STREET · PORTLAND, OR 97208 | Securities Custodian | $56,110 |
Service code 28 · EIN 93-0646988 888 SW 7TH AVE, STE 1200 · PORTLAND, OR 97204 | Investment Management | $50,033 |
BJORKLUND & MONTPLAISIR2+ years Service code 10 · EIN 93-1015766 9020 SW WASHINGTON SQ RD · PORTLAND, OR 97223 | Accounting | $27,729 |
BROWNSTEIN RASK LLP2+ years Filed as: BROWNSTEIN RASK Service code 29 · EIN 93-0589000 1200 SW MAIN STREET · PORTLAND, OR 97205 | Legal | $9,982 |
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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 | $35,636-100.0% | $209,859-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 1.8%-1.8pp |
| Annual return | 6.06% | 3.49%+2.6pp | 4.16%+1.9pp | 7.18%-1.1pp |
| Employer contribution / active EE | $5,393 | $11,083-51.3% | $29,966-82.0% | $13,095-58.8% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $13,952-100.0% | $362-100.0% |