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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 | $209,914 |
BENESYS, INC.4+ years Service code 13 · EIN 38-2383171 PMB116 5331 SW MACADAM · PORTLAND, OR 97239 | Contract Administrator | $113,122 |
STANDARD FINANCIAL GROUP4+ years Service code 13 · EIN 93-1253576 1100 SW SIXTH AVENUE · PORTLAND, OR 97204 | Contract Administrator | $37,213 |
JB NIBLEY INSURANCE4+ years Service code 17 · EIN 93-0494041 1800 SW FIRST AVENUE · PORTLAND, OR 97201 | Pension Consulting | $31,487 |
US BANK4+ years Filed as: US BANK, NA Service code 19 · EIN 31-0841368 800 NICOLETTE MALL · MINNEAPOLIS, MN 55402 | Securities Custodian | $22,119 |
Service code 15 · EIN 93-0627041 1040 GATEWAY LOOP, STE A · SPRINGFIELD, OR 97477 | Recordkeeping | $18,737 |
BJORKLUND & MONTPLAISIR4+ years Service code 10 · EIN 93-1015766 9020 SW WASHINGTON SQ RD · PORTLAND, OR 97223 | Accounting | $18,018 |
Service code 28 · EIN 26-2237421 900 7TH STREET, NW · WASHINGTON, DC 20001 | Investment Management | $16,613 |
Service code 29 · EIN 93-0770706 1011 HARLOW ROAD, 300 · SPRINGFIELD, OR 97477 | Legal | $13,074 |
ULLICO4+ years Filed as: UNION BANK Service code 64 · EIN 94-0304228 1980 SATURN STREET · MONTEREY PARK, CA 91775 | Recordkeeping Fees | $9,671 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,011 | $60,396+11.0% | $83,831-20.1% | $75,289-11.0% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.1%+23.9pp | 72.4%+27.6pp |
| Annual return | -2.22% | 3.84%-6.1pp | 850.99%-853.2pp | -0.04%-2.2pp |
| Employer contribution / active EE | $6,436 | $3,343+92.5% | $3,631+77.2% | $2,405+167.6% |
| Participant deferral / active EE | $0 | $2,922-100.0% | $4,082-100.0% | $3,739-100.0% |
| Admin fee / account holder | $143 | $141+1.1% | $5,479-97.4% | $102+39.6% |