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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 | $32,682 |
BENESYS, INC.3+ years Filed as: BENESYS INC. Service code 13 · EIN 38-2383171 PMB116 5331 SW MACADAM · PORTLAND, OR 97239 | Contract Administrator | $17,141 |
US BANK3+ years Filed as: US BANK NA Service code 19 · EIN 31-0841368 800 NICOLLET MALL · MINNEAPOLIS, MN 55402 | Securities Custodian | $6,706 |
STANDARD FINANCIAL GROUP3+ years Service code 13 · EIN 93-1253576 1100 SW SIXTH AVENUE · PORTLAND, OR 97204 | Contract Administrator | $5,784 |
Service code 29 · EIN 93-0770706 1011 HARLOW ROAD, 300 · SPRINGFIELD, OR 97477 | Legal | $3,567 |
Service code 29 · EIN 93-0633539 210 SW MORRISON, STE 500 · PORTLAND, OR 972043149 | Legal | $1,029 |
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 | $39,841 | $60,545-34.2% | $92,240-56.8% | $69,634-42.8% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.5%+23.5pp | 70.7%+29.3pp |
| Annual return | 16.19% | 19.71%-3.5pp | 176.29%-160.1pp | 27572.26%-27556.1pp |
| Employer contribution / active EE | $0 | $2,633-100.0% | $3,680-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $4,532 | $2,828+60.3% | $3,897+16.3% | $3,224+40.6% |
| Admin fee / account holder | $96 | $145-34.0% | $5,194-98.2% | $110-13.5% |