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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 | $31,099 |
BENESYS, INC.8+ years Filed as: BENESYS INC. Service code 13 · EIN 38-2383171 PMB116 5331 SW MACADAM · PORTLAND, OR 97239 | Contract Administrator | $18,123 |
US BANK8+ years Filed as: US BANK NA Service code 19 · EIN 31-0841368 800 NICOLLET MALL · MINNEAPOLIS, MN 55402 | Securities Custodian | $6,952 |
STANDARD FINANCIAL GROUP8+ years Service code 13 · EIN 93-1253576 1100 SW SIXTH AVENUE · PORTLAND, OR 97204 | Contract Administrator | $5,487 |
Filed as: THORP PURDY JEWETT URNESS WILINSON Service code 29 · EIN 93-0770706 1011 HARLOW RD, 300 · SPRINGFIELD, OR 97477 | Legal | $4,025 |
BJORKLUND & MONTPLAISIR2 years Filed as: BJORKLUND AND MONTPLAISIR, CPA Service code 10 · EIN 93-1015766 10300 SW GREENBURG RD 470 · PORTLAND, OR 97223 | Accounting | $2,799 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,643 | $106,236-60.8% | $112,270-62.9% | $64,829-35.8% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.1%+24.9pp | 71.5%+28.5pp |
| Annual return | -16.05% | -6.02%-10.0pp | 27.49%-43.5pp | 32.85%-48.9pp |
| Employer contribution / active EE | $0 | $3,167-100.0% | $3,635-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $7,811 | $3,786+106.3% | $4,729+65.2% | $4,312+81.2% |
| Admin fee / account holder | $79 | $452-82.5% | $6,411-98.8% | $188-58.0% |