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| Provider | Service type | Compensation |
|---|---|---|
BOSTON PARTNERS6+ years Filed as: THE BOSTON COMPANY Service code 28 · EIN 04-3404987 201 WASHINGTON ST 24TH FL · BOSTON, MA 02108 | Investment Management | $166,424 |
MILLIMAN, INC.6+ years Filed as: MILLIMAN USA Service code 11 · EIN 93-0675641 111 SW 5TH AVE, STE. 3700 · PORTLAND, OR 97204 | Actuarial | $89,133 |
WILLIAM C. EARHART CO., INC.6+ years Filed as: WILLIAM C. EARHART CO. INC. Service code 13 · EIN 93-1309129 12029 NE GLENN WIDING DR · PORTLAND, OR 97220 | Contract Administrator | $80,512 |
VERUS6+ years Filed as: VERUS ADVISORY, INC. Service code 27 · EIN 91-1320111 999 THIRD AVE, SUITE 4200 · SEATTLE, WA 98104 | Advisory (Plan) | $80,000 |
Service code 29 · EIN 93-0410518 111 SW 5TH AVENUE · PORTLAND, OR 97204 | Legal | $50,672 |
US BANK6+ years Filed as: US BANK N.A. Service code 19 · EIN 41-6271370 555 SW OAK STREET · PORTLAND, OR 97208 | Securities Custodian | $48,815 |
BJORKLUND & MONTPLAISIR6+ years Service code 10 · EIN 93-1015766 9020 SW WASHINGTON SQ RD · PORTLAND, OR 97223 | Accounting | $24,175 |
THE URBAN LAW FIRM2 years Service code 29 · EIN 75-2986189 4270 S DECATUR BLVD A-9 · LAS VAGAS, NV 89103 | Legal | $13,821 |
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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 | $0 | $165,322-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.5%-32.5pp | 0.0%0pp |
| Annual return | 15.84% | 6.82%+9.0pp | 8.01%+7.8pp | 12.86%+3.0pp |
| Employer contribution / active EE | $8,036 | $12,695-36.7% | $29,475-72.7% | $13,687-41.3% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $637-100.0% | - |