| Provider | Service type | Compensation |
|---|---|---|
J HERRLE1 year Filed as: JOSEPH H. HERRLE & ASSOCIATES Service code 13 · EIN 93-0692196 | Contract Administrator | $655,644 |
ALAN BILLER & ASSOCIATES1 year Service code 27 · EIN 94-2854958 | Advisory (Plan) | $77,670 |
BROWNSTEIN RASK LLP1 year Service code 29 · EIN 93-0589000 | Legal | $53,714 |
HARRISON STREET1 year Filed as: HARRISON ELECTRICAL WKRS HEALTH TR Service code 99 · EIN 93-6023048 | Other Fees | $27,412 |
IBEW LOCAL 234 H&W PLAN1 year Service code 99 · EIN 94-6250011 | Other Fees | $22,698 |
AKT LLP1 year Filed as: AKT, LLP Service code 10 · EIN 93-0623286 | Accounting | $22,400 |
Filed as: OREGON-COLUMBIA CHAPTER NECA Service code 99 · EIN 93-0336168 | Other Fees | $9,234 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,801 | $54,788-7.3% | $92,240-44.9% | $80,976-37.3% |
| Participation rate | 95.7% | 77.1%+18.6pp | 76.5%+19.2pp | 68.3%+27.5pp |
| Annual return | 12.13% | 13.07%-0.9pp | 176.29%-164.2pp | 22.91%-10.8pp |
| Employer contribution / active EE | $3,294 | $3,430-4.0% | $3,680-10.5% | $2,402+37.1% |
| Participant deferral / active EE | $0 | $2,438-100.0% | $3,897-100.0% | $3,848-100.0% |
| Admin fee / account holder | $52 | $96-46.0% | $5,194-99.0% | $67-23.2% |