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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.3+ years Filed as: MILLIMAN USA Service code 17 · EIN 91-0675641 111 SW 5TH AVENUE, 2900 · PORTLAND, OR 97204 | Pension Consulting | $60,391 |
ZENITH AMERICAN SOLUTIONS3+ years Filed as: ZENITH ADMINISTRATORS Service code 13 · EIN 52-1590516 201 QUEEN ANNE AVE N 100 · SEATTLE, WA 981094896 | Contract Administrator | $26,117 |
LOOMIS SAYLES3+ years Filed as: LOOMIS SAYLES & CO. Service code 28 · EIN 04-3200030 1484 ALLNMERE DRIVE · SAN RAMON, CA 94582 | Investment Management | $15,436 |
HIGHLAND CONSULTING ASSOCIATES3+ years Filed as: HIGHLAND CAPITAL ADVISORS, LLC Service code 27 · EIN 20-4284376 485 RAINIER BLVD. N, 103 · ISSAQUAH, WA 98027 | Advisory (Plan) | $13,526 |
Service code 28 · EIN 91-1042342 1301 FIFTH AVENUE · SEATTLE, WA 981012632 | Investment Management | $9,805 |
Filed as: BROWNSTEIN, RASK, SWEENEY, ET AL Service code 29 · EIN 93-0589000 1200 SW MAIN ST. · PORTLAND, OR 97205 | Legal | $9,685 |
BJORKLUND & MONTPLAISIR3+ years Service code 10 · EIN 93-1015766 9020 SW WASHINGTON SQU RD · PORTLAND, OR 97223 | Accounting | $8,400 |
SENTINEL REAL ESTATE CORPORATION3+ years Service code 28 · EIN 27-2876245 1251 AVENUE OF AMERICAS · NEW YORK, NY 10020 | Investment Management | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $685,614-100.0% | $476,019-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 10.0%-10.0pp | 5.3%-5.3pp | 14.6%-14.6pp |
| Annual return | 7.49% | 3.99%+3.5pp | 4.36%+3.1pp | 10.56%-3.1pp |
| Employer contribution / active EE | $9,293 | $11,621-20.0% | $27,383-66.1% | $13,643-31.9% |
| Participant deferral / active EE | $0 | $27-100.0% | $75-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $15,843-100.0% | $14,020-100.0% | $3,354-100.0% |