| Provider | Service type | Compensation |
|---|---|---|
J HERRLE2 years Filed as: JOSEPH H. HERRLE & ASSOCIATES Service code 13 · EIN 93-0692196 | Contract Administrator | $678,211 |
Filed as: PRINCIPAL LIFE INSURANCE CO. Service code 13 · EIN 42-0127290 | Contract Administrator | $93,734 |
ALAN BILLER & ASSOCIATES2 years Service code 27 · EIN 94-2854958 | Advisory (Plan) | $76,813 |
BROWNSTEIN RASK LLP2 years Service code 29 · EIN 93-0589000 | Legal | $59,002 |
MILLER KAPLAN ARASE LLP1 year Service code 10 · EIN 95-2036255 | Accounting | $34,330 |
HARRISON STREET2 years Filed as: HARRISON ELECTRICAL WKRS HEALTH TR Service code 99 · EIN 93-6023048 | Other Fees | $25,137 |
Filed as: OREGON-COLUMBIA CHAPTER NECA Service code 99 · EIN 93-0336168 | Other Fees | $11,432 |
IBEW LOCAL 234 H&W PLAN2 years Service code 99 · EIN 94-6250011 | Other Fees | $8,525 |
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 | $56,511 | $49,973+13.1% | $83,831-32.6% | $73,367-23.0% |
| Participation rate | 93.0% | 77.8%+15.2pp | 76.1%+16.8pp | 69.5%+23.5pp |
| Annual return | 11.28% | 0.83%+10.4pp | 850.99%-839.7pp | 173.45%-162.2pp |
| Employer contribution / active EE | $3,454 | $3,293+4.9% | $3,631-4.9% | $2,499+38.2% |
| Participant deferral / active EE | $0 | $2,341-100.0% | $4,082-100.0% | $4,033-100.0% |
| Admin fee / account holder | $53 | $95-44.0% | $5,479-99.0% | $68-22.0% |