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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WELFARE & PENSION ADMIN SERVICES Service code 14 · EIN 91-1363171 2815 2ND AVENUE 300 · SEATTLE, WA 98121 | Plan Administrator | $138,925 |
Filed as: JOHN HANCOCK RETIREMENT SERVICES Service code 15 · EIN 01-0233346 690 CANTON STREET · WESTWOOD, MA 02090 | Recordkeeping | $37,798 |
NEW ENGLAND PENSION CONSULTANTS4+ years Service code 17 · EIN 04-2927339 6332 SOUTH RAINBOW BLVD. · LAS VEGAS, NV 89118 | Pension Consulting | $14,832 |
MILLER NASH GRAHAM & DUNN LLP4+ years Filed as: MILLER NASH LLP Service code 29 · EIN 93-0410518 111 SW 5TH AVE, 3400 · PORTLAND, OR 972043699 | Legal | $14,328 |
BJORKLUND & MONTPLAISIR4+ years Service code 10 · EIN 91-1015766 9020 SW WASHINGTN SQ 460 · PORTLAND, OR 972234433 | Accounting | $10,100 |
MILLIMAN, INC.4+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 111 SW FIFTH AVE. 3700 · PORTLAND, OR 972043654 | Actuarial | $6,215 |
Service code 29 · EIN 93-0633539 210 SW MORISON ST, STE 50 · PORTLAND, OR 97204 | Legal | $5,030 |
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 | $27,018 | $60,396-55.3% | $83,831-67.8% | $75,289-64.1% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.1%+23.9pp | 72.4%+27.6pp |
| Annual return | -5.71% | 3.84%-9.6pp | 850.99%-856.7pp | -0.04%-5.7pp |
| Employer contribution / active EE | $1,236 | $3,343-63.0% | $3,631-66.0% | $2,405-48.6% |
| Participant deferral / active EE | $0 | $2,922-100.0% | $4,082-100.0% | $3,739-100.0% |
| Admin fee / account holder | $63 | $141-55.1% | $5,479-98.8% | $102-38.0% |