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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.1+ years Filed as: MILLIMAN USA Service code 17 · EIN 91-0675641 111 SW 5TH AVENUE, 2900 · PORTLAND, OR 97204 | Pension Consulting | $88,569 |
ZENITH AMERICAN SOLUTIONS1+ years Filed as: ZENITH ADMINISTRATORS Service code 13 · EIN 52-1590516 201 QUEEN ANNE AVE N 100 · SEATTLE, WA 981094896 | Contract Administrator | $26,000 |
Filed as: BROWNSTEIN, RASK, SWEENEY, ET AL Service code 29 · EIN 93-0589000 1200 SW MAIN ST. · PORTLAND, OR 97205 | Legal | $17,089 |
LOOMIS SAYLES1+ years Filed as: LOOMIS SAYLES & CO. Service code 28 · EIN 04-3200030 1484 ALLNMERE DRIVE · SAN RAMON, CA 94582 | Investment Management | $14,793 |
HIGHLAND CONSULTING ASSOCIATES1+ years Filed as: HIGHLAND CAPITAL ADVISORS, LLC Service code 27 · EIN 20-4284376 485 RAINIER BLVD. N, 103 · ISSAQUAH, WA 98027 | Advisory (Plan) | $13,204 |
BJORKLUND & MONTPLAISIR1+ years Service code 10 · EIN 93-1015766 9020 SW WASHINGTON SQU RD · PORTLAND, OR 97223 | Accounting | $9,020 |
Service code 28 · EIN 91-1042342 1301 FIFTH AVENUE · SEATTLE, WA 981012632 | Investment Management | $7,890 |
SENTINEL REAL ESTATE CORPORATION1+ years Service code 28 · EIN 27-2876245 1251 AVENUE OF AMERICAS · NEW YORK, NY 10020 | Investment Management | $0 |
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Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $23,094-100.0% | $169,917-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 10.7%-10.7pp | 10.3%-10.3pp | 12.6%-12.6pp |
| Annual return | -1.55% | 4.80%-6.4pp | 7.98%-9.5pp | 4.56%-6.1pp |
| Employer contribution / active EE | $3,116 | $12,906-75.9% | $23,724-86.9% | $15,526-79.9% |
| Participant deferral / active EE | $0 | $25-100.0% | $53-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $95-100.0% | $636-100.0% | $1,711-100.0% |