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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 | $208,901 |
BENESYS, INC.8+ years Service code 13 · EIN 38-2383171 PMB116 5331 SW MACADAM · PORTLAND, OR 97239 | Contract Administrator | $121,740 |
US BANK8+ years Filed as: US BANK, NA Service code 19 · EIN 31-0841368 800 NICOLETTE MALL · MINNEAPOLIS, MN 55402 | Securities Custodian | $46,697 |
STANDARD FINANCIAL GROUP8+ years Service code 13 · EIN 93-1253576 1100 SW SIXTH AVENUE · PORTLAND, OR 97204 | Contract Administrator | $36,858 |
JB NIBLEY INSURANCE8+ years Service code 17 · EIN 93-0494041 1800 SW FIRST AVENUE · PORTLAND, OR 97201 | Pension Consulting | $31,335 |
Service code 29 · EIN 93-0770706 1011 HARLOW ROAD, 300 · SPRINGFIELD, OR 97477 | Legal | $27,034 |
Service code 29 · EIN 93-0633539 210 SW MORRISON, STE 500 · PORTLAND, OR 972043149 | Legal | $22,648 |
Service code 15 · EIN 93-0627041 1040 GATEWAY LOOP, STE A · SPRINGFIELD, OR 97477 | Recordkeeping | $20,175 |
BJORKLUND & MONTPLAISIR8+ years Service code 10 · EIN 93-1015766 10300 SW GREENBURG RD 470 · PORTLAND, OR 97223 | Accounting | $18,801 |
ULLICO8+ years Filed as: UNION BANK Service code 64 · EIN 94-0304228 1980 SATURN STREET · MONTEREY PARK, CA 91775 | Recordkeeping Fees | $11,564 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,806 | $76,774-2.6% | $112,270-33.4% | $77,906-4.0% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.1%+24.9pp | 73.7%+26.3pp |
| Annual return | -13.34% | -10.25%-3.1pp | 27.49%-40.8pp | 12.16%-25.5pp |
| Employer contribution / active EE | $7,068 | $3,977+77.7% | $3,635+94.4% | $2,846+148.3% |
| Participant deferral / active EE | $0 | $3,778-100.0% | $4,729-100.0% | $4,805-100.0% |
| Admin fee / account holder | $144 | $239-39.8% | $6,411-97.8% | $133+8.4% |