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| Provider | Service type | Compensation |
|---|---|---|
Filed as: QUEST INVESTMENT MANAGEMENT, INC Service code 28 · EIN 93-0880854 | Investment Management | $240,000 |
BENESYS, INC.1 year Filed as: BENESYS, INC Service code 13 · EIN 38-2383171 | Contract Administrator | $108,980 |
US BANK10+ years Filed as: US BANK, NA Service code 19 · EIN 31-0841368 | Securities Custodian | $59,132 |
Filed as: BENNETT HARTMAN MORRIS & KAPLAN Service code 29 · EIN 93-0633539 | Legal | $42,888 |
STANDARD FINANCIAL GROUP10+ years Service code 13 · EIN 93-1253576 | Contract Administrator | $39,920 |
JB NIBLEY INSURANCE10+ years Service code 17 · EIN 93-0494041 | Pension Consulting | $33,375 |
OREGON PACIFIC-CASCADE CHAPTER NECA10+ years Service code 15 · EIN 93-0627041 | Recordkeeping | $29,734 |
NATIONAL REAL ESTATE ADVISORS, LLC10+ years Service code 28 · EIN 26-2237421 | Investment Management | $23,348 |
PLATFORM CPAS LLP1 year Service code 10 · EIN 88-4342576 | Accounting | $16,148 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,983 | $241,850-64.0% | $102,437-15.1% | $200,096-56.5% |
| Participation rate | 100.0% | 78.3%+21.7pp | 74.5%+25.5pp | 72.0%+28.0pp |
| Annual return | 13.25% | 17.67%-4.4pp | 24.95%-11.7pp | 34.26%-21.0pp |
| Employer contribution / active EE | $7,843 | $4,253+84.4% | $3,871+102.6% | $3,038+158.2% |
| Participant deferral / active EE | $0 | $3,961-100.0% | $5,060-100.0% | $5,090-100.0% |
| Admin fee / account holder | $164 | $288-43.1% | $8,388-98.0% | $269-39.1% |