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| Provider | Service type | Compensation |
|---|---|---|
Service code 29 · EIN 93-0410518 111 SW 5TH AVENUE · PORTLAND, OR 97204 | Legal | $146,850 |
MILLIMAN, INC.3+ years Filed as: MILLIMAN USA Service code 11 · EIN 93-0675641 111 SW 5TH AVE, STE. 3700 · PORTLAND, OR 97204 | Actuarial | $126,048 |
BOSTON PARTNERS3+ years Filed as: THE BOSTON COMPANY Service code 28 · EIN 04-3404987 201 WASHINGTON ST 24TH FL · BOSTON, MA 02108 | Investment Management | $97,138 |
WILLIAM C. EARHART CO., INC.3+ years Filed as: WILLIAM C. EARHART CO. INC. Service code 13 · EIN 93-1309129 12029 NE GLENN WIDING DR · PORTLAND, OR 97220 | Contract Administrator | $91,845 |
VERUS3+ years Filed as: VERUS ADVISORY, INC. Service code 17 · EIN 91-1320111 999 THIRD AVE, SUITE 4200 · SEATTLE, WA 98104 | Pension Consulting | $70,000 |
US BANK3+ years Filed as: US BANK N.A. Service code 19 · EIN 41-6271370 555 SW OAK STREET · PORTLAND, OR 97208 | Securities Custodian | $56,654 |
BJORKLUND & MONTPLAISIR3+ years Service code 10 · EIN 93-1015766 9020 SW WASHINGTON SQ RD · PORTLAND, OR 97223 | Accounting | $28,890 |
SEGALL BRYANT & HAMILL3+ years Service code 28 · EIN 41-1788385 10 S WACKER DR, STE 3500 · CHICAGO, IL 60603 | Investment Management | $25,106 |
Service code 28 · EIN 93-0646988 888 SW 7TH AVE, STE 1200 · PORTLAND, OR 97204 | Investment Management | $12,348 |
BROWNSTEIN RASK LLP3+ years Filed as: BROWNSTEIN RASK Service code 29 · EIN 93-0589000 1200 SW MAIN STREET · PORTLAND, OR 97205 | Legal | $10,138 |
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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 | $90,272-100.0% | $184,886-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 1.9%-1.9pp |
| Annual return | 13.56% | 11.78%+1.8pp | 8.32%+5.2pp | 23.90%-10.3pp |
| Employer contribution / active EE | $5,881 | $11,309-48.0% | $30,793-80.9% | $16,539-64.4% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $337-100.0% | $2,802-100.0% | $18,975-100.0% |