| Provider | Service type | Compensation |
|---|---|---|
J HERRLE6 years Filed as: JOSEPH H. HERRLE & ASSOCIATES Service code 13 · EIN 93-0692196 | Contract Administrator | $864,834 |
ALAN BILLER & ASSOCIATES6 years Service code 27 · EIN 94-2854958 | Advisory (Plan) | $85,500 |
Filed as: PRINCIPAL LIFE INSURANCE CO. Service code 13 · EIN 42-0127290 | Contract Administrator | $80,085 |
Filed as: OREGON-COLUMBIA CHAPTER NECA Service code 50 · EIN 93-0336168 | Direct Payment | $49,489 |
LINDQUIST LLP3 years Service code 10 · EIN 52-2385296 | Accounting | $42,669 |
BROWNSTEIN RASK LLP6 years Service code 29 · EIN 93-0589000 | Legal | $36,726 |
MILLER KAPLAN ARASE LLP5 years Service code 10 · EIN 95-2036255 | Accounting | $26,905 |
IBEW LOCAL 234 H&W PLAN6 years Service code 50 · EIN 94-6250011 | Direct Payment | $12,431 |
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO BANK Service code 50 PO BOX 63020 · SAN FRANCISCO, CA 94163 | Direct Payment | $9,901 |
BRIDGETOWN PRINTING1 year Service code 36 5300 N CHANNEL AVE · PORTLAND, OR 97217 | Copying and duplicating; Direct payme... | $7,874 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,270 | $51,785+56.9% | $112,270-27.6% | $89,433-9.1% |
| Participation rate | 83.7% | 82.2%+1.6pp | 75.1%+8.7pp | 71.3%+12.4pp |
| Annual return | 4.43% | -11.06%+15.5pp | 27.49%-23.1pp | -11.88%+16.3pp |
| Employer contribution / active EE | $3,843 | $3,782+1.6% | $3,635+5.7% | $3,021+27.2% |
| Participant deferral / active EE | $0 | $3,425-100.0% | $4,729-100.0% | $5,125-100.0% |
| Admin fee / account holder | $58 | $102-42.9% | $6,411-99.1% | $79-27.0% |