| Provider | Service type | Compensation |
|---|---|---|
J HERRLE5 years Filed as: JOSEPH H. HERRLE & ASSOCIATES Service code 13 · EIN 93-0692196 | Contract Administrator | $760,079 |
ALAN BILLER & ASSOCIATES5 years Service code 27 · EIN 94-2854958 | Advisory (Plan) | $134,000 |
BROWNSTEIN RASK LLP5 years Service code 29 · EIN 93-0589000 | Legal | $54,914 |
LINDQUIST LLP1 year Filed as: LINQUIST LLP Service code 10 · EIN 52-2385296 | Accounting | $48,052 |
Filed as: PRINCIPAL LIFE INSURANCE CO. Service code 13 · EIN 42-0127290 | Contract Administrator | $40,716 |
Filed as: OREGON-COLUMBIA CHAPTER NECA Service code 50 · EIN 93-0336168 | Direct Payment | $40,220 |
MILLER KAPLAN ARASE LLP4 years Service code 10 · EIN 95-2036255 | Accounting | $31,140 |
IBEW LOCAL 234 H&W PLAN5 years Service code 50 · EIN 94-6250011 | Direct Payment | $21,758 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO BANK Service code 50 PO BOX 63020 · SAN FRANCISCO, CA 94163 | Direct Payment | $10,088 |
HARRISON STREET5 years Filed as: HARRISON ELECTRICAL WKRS HEALTH TR Service code 50 · EIN 93-6023048 | Direct Payment | $6,730 |
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 | $77,429 | $65,673+17.9% | $109,191-29.1% | $106,520-27.3% |
| Participation rate | 86.0% | 82.6%+3.4pp | 75.9%+10.1pp | 71.3%+14.7pp |
| Annual return | 41.68% | 15.69%+26.0pp | 25.76%+15.9pp | 19.28%+22.4pp |
| Employer contribution / active EE | $3,502 | $4,042-13.4% | $3,723-5.9% | $2,840+23.3% |
| Participant deferral / active EE | $0 | $3,449-100.0% | $4,653-100.0% | $4,948-100.0% |
| Admin fee / account holder | $55 | $107-48.5% | $6,756-99.2% | $75-26.0% |