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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 | $30,353 |
BENESYS, INC.2+ years Filed as: BENESYS INC. Service code 13 · EIN 38-2383171 1220 SW MORRISON ST. 300 · PORTLAND, OR 972052222 | Contract Administrator | $15,666 |
US BANK2+ years Filed as: US BANK NA Service code 19 · EIN 31-0841368 800 NICOLLET MALL · MINNEAPOLIS, MN 55402 | Securities Custodian | $7,838 |
STANDARD FINANCIAL GROUP2+ years Service code 13 · EIN 93-1253576 1100 SW SIXTH AVENUE · PORTLAND, OR 97204 | Contract Administrator | $5,392 |
Service code 29 · EIN 93-0770706 1011 HARLOW ROAD, 300 · SPRINGFIELD, OR 97477 | Legal | $4,110 |
Service code 29 · EIN 93-0633539 210 SW MORRISON, STE 500 · PORTLAND, OR 972043149 | Legal | $2,040 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,569 | $57,921-38.6% | $84,753-58.0% | $57,661-38.3% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 70.2%+29.8pp |
| Annual return | 10.32% | 10.24%+0.1pp | 22.78%-12.5pp | 5.13%+5.2pp |
| Employer contribution / active EE | $0 | $2,598-100.0% | $3,574-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $4,302 | $2,742+56.9% | $3,712+15.9% | $3,061+40.6% |
| Admin fee / account holder | $97 | $130-25.1% | $5,333-98.2% | $95+2.7% |