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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 | $209,524 |
BENESYS, INC.7+ years Service code 13 · EIN 38-2383171 PMB116 5331 SW MACADAM · PORTLAND, OR 97239 | Contract Administrator | $115,947 |
US BANK7+ years Filed as: US BANK, NA Service code 19 · EIN 31-0841368 800 NICOLETTE MALL · MINNEAPOLIS, MN 55402 | Securities Custodian | $50,842 |
STANDARD FINANCIAL GROUP7+ years Service code 13 · EIN 93-1253576 1100 SW SIXTH AVENUE · PORTLAND, OR 97204 | Contract Administrator | $37,080 |
JB NIBLEY INSURANCE7+ years Service code 17 · EIN 93-0494041 1800 SW FIRST AVENUE · PORTLAND, OR 97201 | Pension Consulting | $31,429 |
Service code 29 · EIN 93-0770706 1011 HARLOW ROAD, 300 · SPRINGFIELD, OR 97477 | Legal | $29,659 |
Service code 15 · EIN 93-0627041 1040 GATEWAY LOOP, STE A · SPRINGFIELD, OR 97477 | Recordkeeping | $19,633 |
BJORKLUND & MONTPLAISIR7+ years Service code 10 · EIN 93-1015766 10300 SW GREENBURG RD 470 · PORTLAND, OR 97223 | Accounting | $18,857 |
Service code 29 · EIN 93-0633539 210 SW MORRISON, STE 500 · PORTLAND, OR 972043149 | Legal | $14,909 |
ULLICO7+ years Filed as: UNION BANK Service code 64 · EIN 94-0304228 1980 SATURN STREET · MONTEREY PARK, CA 91775 | Recordkeeping Fees | $11,773 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,136 | $88,770-1.8% | $109,191-20.2% | $93,010-6.3% |
| Participation rate | 100.0% | 81.5%+18.5pp | 75.9%+24.1pp | 73.9%+26.1pp |
| Annual return | 12.14% | 60.64%-48.5pp | 25.76%-13.6pp | 158.70%-146.6pp |
| Employer contribution / active EE | $6,776 | $3,780+79.3% | $3,723+82.0% | $2,705+150.5% |
| Participant deferral / active EE | $0 | $3,630-100.0% | $4,653-100.0% | $4,561-100.0% |
| Admin fee / account holder | $144 | $172-16.2% | $6,756-97.9% | $152-4.8% |