| Provider | Service type | Compensation |
|---|---|---|
J HERRLE8 years Filed as: JOSEPH H. HERRLE & ASSOCIATES Service code 13 · EIN 93-0692196 | Contract Administrator | $936,722 |
Filed as: PRINCIPAL LIFE INSURANCE CO. Service code 13 · EIN 42-0127290 | Contract Administrator | $113,871 |
ALAN BILLER & ASSOCIATES8 years Service code 27 · EIN 94-2854958 | Advisory (Plan) | $92,249 |
WITHUMSMITH+BROWN, PC2 years Filed as: WITHUM SMITH AND BROWN Service code 10 · EIN 22-2027092 | Accounting | $69,865 |
BROWNSTEIN RASK LLP8 years Service code 29 · EIN 93-0589000 | Legal | $48,893 |
MILLER KAPLAN ARASE LLP7 years Service code 10 · EIN 95-2036255 | Accounting | $47,358 |
IBEW LOCAL 234 H&W PLAN8 years Service code 50 · EIN 94-6250011 | Direct Payment | $42,599 |
Filed as: OREGON-COLUMBIA CHAPTER NECA Service code 50 · EIN 93-0336168 | Direct Payment | $29,863 |
Service code 29 · EIN 91-0889948 | Legal | $9,856 |
WELLS FARGO BANK, N.A.5 years Filed as: WELLS FARGO BANK Service code 50 PO BOX 63020 · SAN FRANCISCO, CA 94163 | Direct Payment | $9,607 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,530 | $63,356+46.0% | $102,437-9.7% | $106,553-13.2% |
| Participation rate | 79.1% | 84.3%-5.1pp | 74.5%+4.6pp | 69.8%+9.3pp |
| Annual return | 18.54% | 14.77%+3.8pp | 24.95%-6.4pp | 17.37%+1.2pp |
| Employer contribution / active EE | $4,198 | $4,310-2.6% | $3,871+8.4% | $3,359+25.0% |
| Participant deferral / active EE | $0 | $3,479-100.0% | $5,060-100.0% | $5,562-100.0% |
| Admin fee / account holder | $69 | $110-37.6% | $8,388-99.2% | $80-13.7% |