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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.5+ years Filed as: MILLIMAN USA Service code 17 · EIN 91-0675641 111 SW 5TH AVENUE, 2900 · PORTLAND, OR 97204 | Pension Consulting | $55,739 |
ZENITH AMERICAN SOLUTIONS5+ years Filed as: ZENITH ADMINISTRATORS Service code 13 · EIN 52-1590516 201 QUEEN ANNE AVE N 100 · SEATTLE, WA 981094896 | Contract Administrator | $27,738 |
LOOMIS SAYLES5+ years Filed as: LOOMIS SAYLES & CO. Service code 28 · EIN 04-3200030 1484 ALLNMERE DRIVE · SAN RAMON, CA 94582 | Investment Management | $15,593 |
HIGHLAND CONSULTING ASSOCIATES5+ years Filed as: HIGHLAND CAPITAL ADVISORS, LLC Service code 27 · EIN 20-4284376 485 RAINIER BLVD. N, 103 · ISSAQUAH, WA 98027 | Advisory (Plan) | $13,542 |
Service code 28 · EIN 91-1042342 1301 FIFTH AVENUE · SEATTLE, WA 981012632 | Investment Management | $11,848 |
BJORKLUND & MONTPLAISIR5+ years Service code 10 · EIN 93-1015766 9020 SW WASHINGTON SQU RD · PORTLAND, OR 97223 | Accounting | $10,005 |
Filed as: BROWNSTEIN, RASK, SWEENEY, ET AL Service code 29 · EIN 93-0589000 1200 SW MAIN ST. · PORTLAND, OR 97205 | Legal | $6,175 |
SENTINEL REAL ESTATE CORPORATION5+ 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.
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 | $72,552-100.0% | $91,826-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 7.1%-7.1pp | 4.7%-4.7pp | 13.5%-13.5pp |
| Annual return | -5.98% | 9.41%-15.4pp | 793.01%-799.0pp | 9.29%-15.3pp |
| Employer contribution / active EE | $17,291 | $13,564+27.5% | $27,004-36.0% | $15,168+14.0% |
| Participant deferral / active EE | $0 | $96-100.0% | $154-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $599-100.0% | $4,239-100.0% | $2,037-100.0% |