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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 | $30,476 |
BENESYS, INC.7+ years Filed as: BENESYS INC. Service code 13 · EIN 38-2383171 PMB116 5331 SW MACADAM · PORTLAND, OR 97239 | Contract Administrator | $16,865 |
US BANK7+ years Filed as: US BANK NA Service code 19 · EIN 31-0841368 800 NICOLLET MALL · MINNEAPOLIS, MN 55402 | Securities Custodian | $7,395 |
STANDARD FINANCIAL GROUP7+ years Service code 13 · EIN 93-1253576 1100 SW SIXTH AVENUE · PORTLAND, OR 97204 | Contract Administrator | $5,393 |
Filed as: THORP PURDY JEWETT URNESS WILINSON Service code 29 · EIN 93-0770706 1011 HARLOW RD, 300 · SPRINGFIELD, OR 97477 | Legal | $4,314 |
BJORKLUND & MONTPLAISIR1 year Filed as: BJORKLUND AND MONTPLAISIR, CPA Service code 10 · EIN 93-1015766 10300 SW GREENBURG RD 470 · PORTLAND, OR 97223 | Accounting | $2,743 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,142 | $78,275-35.9% | $109,191-54.1% | $86,828-42.3% |
| Participation rate | 100.0% | 73.8%+26.2pp | 75.9%+24.1pp | 72.3%+27.7pp |
| Annual return | 18.53% | 19.14%-0.6pp | 25.76%-7.2pp | 97.95%-79.4pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $3,723-100.0% | $2,406-100.0% |
| Participant deferral / active EE | $6,096 | $3,641+67.4% | $4,653+31.0% | $4,132+47.5% |
| Admin fee / account holder | $81 | $198-59.4% | $6,756-98.8% | $170-52.5% |