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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.9+ years Service code 13 · EIN 38-2383171 PMB116 5331 SW MACADAM · PORTLAND, OR 97239 | Contract Administrator | $136,487 |
US BANK9+ years Filed as: US BANK, NA Service code 19 · EIN 31-0841368 800 NICOLETTE MALL · MINNEAPOLIS, MN 55402 | Securities Custodian | $50,829 |
Service code 29 · EIN 93-0770706 1011 HARLOW ROAD, 300 · SPRINGFIELD, OR 97477 | Legal | $44,150 |
STANDARD FINANCIAL GROUP9+ years Service code 13 · EIN 93-1253576 1100 SW SIXTH AVENUE · PORTLAND, OR 97204 | Contract Administrator | $42,804 |
JB NIBLEY INSURANCE9+ years Service code 17 · EIN 93-0494041 1800 SW FIRST AVENUE · PORTLAND, OR 97201 | Pension Consulting | $32,661 |
Service code 29 · EIN 93-0633539 210 SW MORRISON, STE 500 · PORTLAND, OR 972043149 | Legal | $32,203 |
Service code 15 · EIN 93-0627041 1040 GATEWAY LOOP, STE A · SPRINGFIELD, OR 97477 | Recordkeeping | $21,928 |
BJORKLUND & MONTPLAISIR9+ years Service code 10 · EIN 93-1015766 6650 SW REDWOOD LANE,210 · PORTLAND, OR 97224 | Accounting | $21,411 |
ULLICO9+ years Filed as: UNION BANK Service code 64 · EIN 94-0304228 1980 SATURN STREET · MONTEREY PARK, CA 91775 | Recordkeeping Fees | $4,885 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,164 | $88,479-12.8% | $96,543-20.1% | $80,187-3.8% |
| Participation rate | 100.0% | 79.9%+20.1pp | 74.3%+25.7pp | 72.9%+27.1pp |
| Annual return | 14.13% | 22.53%-8.4pp | 35.75%-21.6pp | 40.40%-26.3pp |
| Employer contribution / active EE | $6,617 | $4,177+58.4% | $3,741+76.9% | $2,980+122.1% |
| Participant deferral / active EE | $0 | $3,961-100.0% | $4,880-100.0% | $5,016-100.0% |
| Admin fee / account holder | $149 | $211-29.4% | $6,737-97.8% | $145+2.9% |