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| Provider | Service type | Compensation |
|---|---|---|
Filed as: QUEST INVESTMENT MAMT, INC. Service code 28 · EIN 93-0880854 ONE SW COLUMBIA ST. 1100 · PORTLAND, OR 97201 | Investment Management | $31,094 |
BENESYS, INC.1+ years Filed as: BENESYS INC. Service code 13 · EIN 38-2383171 1220 SW MORRISON ST. 300 · PORTLAND, OR 972052222 | Contract Administrator | $16,253 |
US BANK1+ years Filed as: US BANK NA Service code 19 · EIN 31-0841368 800 NICOLLET MALL · MINNEAPOLIS, MN 55402 | Securities Custodian | $7,705 |
STANDARD FINANCIAL GROUP1+ years Service code 13 · EIN 93-1253576 1100 SW SIXTH AVENUE · PORTLAND, OR 97204 | Contract Administrator | $5,856 |
Service code 29 · EIN 93-0633539 210 SW MORRISON, STE 500 · PORTLAND, OR 972043149 | Legal | $5,012 |
Service code 29 · EIN 93-0770706 1011 HARLOW ROAD, 300 · SPRINGFIELD, OR 97477 | Legal | $4,436 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,472 | $50,464-35.7% | $75,784-57.2% | $52,331-37.9% |
| Participation rate | 100.0% | 66.8%+33.2pp | 75.8%+24.2pp | 68.1%+31.9pp |
| Annual return | -0.22% | 1.03%-1.2pp | 9.68%-9.9pp | 4.54%-4.8pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $3,323-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $4,729 | $2,570+84.0% | $3,652+29.5% | $3,022+56.5% |
| Admin fee / account holder | $99 | $1,103-91.0% | $5,300-98.1% | $592-83.3% |