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| Provider | Service type | Compensation |
|---|---|---|
Filed as: QUEST INVESTMENT MGMT INC Service code 28 · EIN 93-0880854 ONE SW COLUMBIA ST. 1100 · PORTLAND, OR 97258 | Investment Management | $209,647 |
BENESYS, INC.2+ years Service code 13 · EIN 38-2383171 1220 SW MORRISON ST. 300 · PORTLAND, OR 972052222 | Contract Administrator | $108,204 |
US BANK2+ years Filed as: US BANK, NA Service code 19 · EIN 31-0841368 800 NICOLETTE MALL · MINNEAPOLIS, MN 55402 | Securities Custodian | $54,139 |
STANDARD FINANCIAL GROUP2+ years Service code 13 · EIN 93-1253576 1100 SW SIXTH AVENUE · PORTLAND, OR 97204 | Contract Administrator | $37,241 |
JB NIBLEY INSURANCE2+ years Service code 17 · EIN 93-0494041 1800 SW FIRST AVENUE · PORTLAND, OR 97201 | Pension Consulting | $31,447 |
Service code 29 · EIN 93-0770706 1011 HARLOW ROAD, 300 · SPRINGFIELD, OR 97477 | Legal | $28,386 |
Service code 15 · EIN 93-0627041 1040 GATEWAY LOOP, STE A · SPRINGFIELD, OR 97477 | Recordkeeping | $18,747 |
BJORKLUND & MONTPLAISIR2+ years Service code 10 · EIN 93-1015766 9020 SW WASHINGTON SQ RD · PORTLAND, OR 97223 | Accounting | $17,645 |
Service code 29 · EIN 93-0633539 210 SW MORRISON, STE 500 · PORTLAND, OR 972043149 | Legal | $14,087 |
Service code 28 · EIN 26-2237421 900 7TH STREET, NW · WASHINGTON, DC 20001 | Investment Management | $11,415 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,507 | $54,392+40.7% | $84,753-9.7% | $63,975+19.6% |
| Participation rate | 100.0% | 76.9%+23.1pp | 76.6%+23.4pp | 71.1%+28.9pp |
| Annual return | 7.76% | 611.38%-603.6pp | 22.78%-15.0pp | 48.65%-40.9pp |
| Employer contribution / active EE | $6,516 | $2,943+121.4% | $3,574+82.3% | $2,182+198.7% |
| Participant deferral / active EE | $0 | $2,593-100.0% | $3,712-100.0% | $3,356-100.0% |
| Admin fee / account holder | $196 | $136+44.3% | $5,333-96.3% | $70+178.2% |