| Provider | Service type | Compensation |
|---|---|---|
J HERRLE7 years Filed as: JOSEPH H. HERRLE & ASSOCIATES Service code 13 · EIN 93-0692196 | Contract Administrator | $925,185 |
MILLER KAPLAN ARASE LLP6 years Service code 10 · EIN 95-2036255 | Accounting | $100,833 |
ALAN BILLER & ASSOCIATES7 years Service code 27 · EIN 94-2854958 | Advisory (Plan) | $90,000 |
WITHUMSMITH+BROWN, PC1 year Filed as: WITHUM SMITH AND BROWN Service code 10 · EIN 22-2027092 | Accounting | $84,196 |
Filed as: PRINCIPAL LIFE INSURANCE CO. Service code 13 · EIN 42-0127290 | Contract Administrator | $71,809 |
BROWNSTEIN RASK LLP7 years Service code 29 · EIN 93-0589000 | Legal | $41,915 |
Filed as: OREGON-COLUMBIA CHAPTER NECA Service code 50 · EIN 93-0336168 | Direct Payment | $37,253 |
IBEW LOCAL 234 H&W PLAN7 years Service code 50 · EIN 94-6250011 | Direct Payment | $17,251 |
WELLS FARGO BANK, N.A.4 years Filed as: WELLS FARGO BANK Service code 50 PO BOX 63020 · SAN FRANCISCO, CA 94163 | Direct Payment | $10,258 |
BRIDGETOWN PRINTING2 years Service code 36 5300 N CHANNEL AVE · PORTLAND, OR 97217 | Direct payment from the plan; Copying... | $9,545 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,843 | $55,730+37.9% | $96,543-20.4% | $96,393-20.3% |
| Participation rate | 81.9% | 82.8%-1.0pp | 74.3%+7.5pp | 71.3%+10.6pp |
| Annual return | -6.57% | 12.78%-19.3pp | 35.75%-42.3pp | 22.88%-29.4pp |
| Employer contribution / active EE | $4,266 | $4,014+6.3% | $3,741+14.0% | $3,239+31.7% |
| Participant deferral / active EE | $0 | $3,393-100.0% | $4,880-100.0% | $5,455-100.0% |
| Admin fee / account holder | $72 | $105-31.6% | $6,737-98.9% | $74-2.4% |