| Provider | Service type | Compensation |
|---|---|---|
J HERRLE4 years Filed as: JOSEPH H. HERRLE & ASSOCIATES Service code 13 · EIN 93-0692196 | Contract Administrator | $760,494 |
Filed as: PRINCIPAL LIFE INSURANCE CO. Service code 13 · EIN 42-0127290 | Contract Administrator | $83,414 |
ALAN BILLER & ASSOCIATES4 years Service code 27 · EIN 94-2854958 | Advisory (Plan) | $78,141 |
Filed as: OREGON-COLUMBIA CHAPTER NECA Service code 50 · EIN 93-0336168 | Direct Payment | $60,194 |
MILLER KAPLAN ARASE LLP3 years Service code 10 · EIN 95-2036255 | Accounting | $57,583 |
LINDQUIST LLP1 year Service code 10 · EIN 52-2385296 | Accounting | $53,606 |
BROWNSTEIN RASK LLP4 years Service code 29 · EIN 93-0589000 | Legal | $40,676 |
BRIDGETOWN PRINTING1 year Filed as: BRIDGETOWN PRINTING CO. Service code 36 5300 N CHANNEL AVE · PORTLAND, OR 97217 | Direct payment from the plan; Copying... | $11,345 |
IBEW LOCAL 234 H&W PLAN4 years Service code 50 · EIN 94-6250011 | Direct Payment | $10,731 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO BANK Service code 50 PO BOX 63020 · SAN FRANCISCO, CA 94163 | Direct Payment | $6,850 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $53,838 | $52,155+3.2% | $101,275-46.8% | $106,273-49.3% |
| Participation rate | 88.4% | 81.2%+7.2pp | 75.8%+12.6pp | 70.8%+17.6pp |
| Annual return | -7.21% | 13.07%-20.3pp | 46.46%-53.7pp | 21.70%-28.9pp |
| Employer contribution / active EE | $3,822 | $3,414+12.0% | $3,660+4.4% | $2,722+40.4% |
| Participant deferral / active EE | $0 | $2,716-100.0% | $4,370-100.0% | $4,601-100.0% |
| Admin fee / account holder | $56 | $102-44.9% | $5,948-99.1% | $78-28.5% |