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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 | $34,061 |
BENESYS, INC.5+ years Filed as: BENESYS INC. Service code 13 · EIN 38-2383171 PMB116 5331 SW MACADAM · PORTLAND, OR 97239 | Contract Administrator | $18,172 |
STANDARD FINANCIAL GROUP5+ years Service code 13 · EIN 93-1253576 1100 SW SIXTH AVENUE · PORTLAND, OR 97204 | Contract Administrator | $7,235 |
US BANK5+ years Filed as: US BANK NA Service code 19 · EIN 31-0841368 800 NICOLLET MALL · MINNEAPOLIS, MN 55402 | Securities Custodian | $6,720 |
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 | $42,959 | $66,650-35.5% | $92,916-53.8% | $67,584-36.4% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 71.3%+28.7pp |
| Annual return | 23.16% | 92.64%-69.5pp | 109.45%-86.3pp | 378.59%-355.4pp |
| Employer contribution / active EE | $0 | $2,777-100.0% | $3,654-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $6,212 | $3,160+96.6% | $4,238+46.6% | $3,540+75.5% |
| Admin fee / account holder | $95 | $199-52.3% | $5,796-98.4% | $142-33.3% |