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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 | $207,241 |
BENESYS, INC.6+ years Service code 13 · EIN 38-2383171 PMB116 5331 SW MACADAM · PORTLAND, OR 97239 | Contract Administrator | $111,621 |
US BANK6+ years Filed as: US BANK, NA Service code 19 · EIN 31-0841368 800 NICOLETTE MALL · MINNEAPOLIS, MN 55402 | Securities Custodian | $42,442 |
Service code 29 · EIN 93-0770706 1011 HARLOW ROAD, 300 · SPRINGFIELD, OR 97477 | Legal | $33,721 |
STANDARD FINANCIAL GROUP6+ years Service code 13 · EIN 93-1253576 1100 SW SIXTH AVENUE · PORTLAND, OR 97204 | Contract Administrator | $33,478 |
JB NIBLEY INSURANCE6+ years Service code 17 · EIN 93-0494041 1800 SW FIRST AVENUE · PORTLAND, OR 97201 | Pension Consulting | $31,086 |
Service code 15 · EIN 93-0627041 1040 GATEWAY LOOP, STE A · SPRINGFIELD, OR 97477 | Recordkeeping | $19,175 |
BJORKLUND & MONTPLAISIR6+ years Service code 10 · EIN 93-1015766 9020 SW WASHINGTON SQ RD · PORTLAND, OR 97223 | Accounting | $18,047 |
ULLICO6+ years Filed as: UNION BANK Service code 64 · EIN 94-0304228 1980 SATURN STREET · MONTEREY PARK, CA 91775 | Recordkeeping Fees | $11,598 |
Service code 29 · EIN 93-0633539 210 SW MORRISON, STE 500 · PORTLAND, OR 972043149 | Legal | $10,268 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,143 | $81,719-1.9% | $101,275-20.9% | $90,274-11.2% |
| Participation rate | 100.0% | 80.7%+19.3pp | 75.8%+24.2pp | 73.4%+26.6pp |
| Annual return | 13.65% | 337.64%-324.0pp | 46.46%-32.8pp | 53.97%-40.3pp |
| Employer contribution / active EE | $6,105 | $3,622+68.5% | $3,660+66.8% | $2,523+141.9% |
| Participant deferral / active EE | $0 | $3,310-100.0% | $4,370-100.0% | $4,231-100.0% |
| Admin fee / account holder | $139 | $162-14.3% | $5,948-97.7% | $114+21.7% |