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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.4+ years Filed as: MILLIMAN USA Service code 17 · EIN 91-0675641 111 SW 5TH AVENUE, 2900 · PORTLAND, OR 97204 | Pension Consulting | $52,465 |
ZENITH AMERICAN SOLUTIONS4+ years Filed as: ZENITH ADMINISTRATORS Service code 13 · EIN 52-1590516 201 QUEEN ANNE AVE N 100 · SEATTLE, WA 981094896 | Contract Administrator | $26,914 |
LOOMIS SAYLES4+ years Filed as: LOOMIS SAYLES & CO. Service code 28 · EIN 04-3200030 1484 ALLNMERE DRIVE · SAN RAMON, CA 94582 | Investment Management | $15,211 |
HIGHLAND CONSULTING ASSOCIATES4+ years Filed as: HIGHLAND CAPITAL ADVISORS, LLC Service code 27 · EIN 20-4284376 485 RAINIER BLVD. N, 103 · ISSAQUAH, WA 98027 | Advisory (Plan) | $13,466 |
Service code 28 · EIN 91-1042342 1301 FIFTH AVENUE · SEATTLE, WA 981012632 | Investment Management | $10,680 |
BJORKLUND & MONTPLAISIR4+ years Service code 10 · EIN 93-1015766 9020 SW WASHINGTON SQU RD · PORTLAND, OR 97223 | Accounting | $10,525 |
Filed as: BROWNSTEIN, RASK, SWEENEY, ET AL Service code 29 · EIN 93-0589000 1200 SW MAIN ST. · PORTLAND, OR 97205 | Legal | $5,330 |
SENTINEL REAL ESTATE CORPORATION4+ 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 | $20,840-100.0% | $50,635-100.0% | $317,036-100.0% |
| Participation rate | 0.0% | 9.5%-9.5pp | 6.0%-6.0pp | 13.0%-13.0pp |
| Annual return | 4.38% | 13.58%-9.2pp | 18.06%-13.7pp | 13.59%-9.2pp |
| Employer contribution / active EE | $13,350 | $15,445-13.6% | $30,411-56.1% | $14,592-8.5% |
| Participant deferral / active EE | $0 | $70-100.0% | $40-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $139-100.0% | $1,675-100.0% | $29,657-100.0% |