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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PL SERVICES Service code 12 · EIN 01-0233346 | Claims processing; Recordkeeping and ... | $5,257,634 |
BEESON, TAYER & BODINE4 years Service code 29 · EIN 94-3126136 | Legal | $400,580 |
LINDQUIST LLP5+ years Service code 10 · EIN 52-2385296 | Accounting | $255,804 |
MERCER1 year Filed as: MERCER INVESTMENTS LLC Service code 16 · EIN 30-0282430 | Consulting | $95,402 |
ALAN BILLER & ASSOCIATES5+ years Filed as: ALAN D. BILLER & ASSOCIATES, INC. Service code 27 · EIN 94-2854958 | Advisory (Plan) | $86,595 |
STEPHEN HORN INSURANCE SERVICES5+ years Service code 53 · EIN 94-3249244 | Insurance Commissions | $45,926 |
Service code 29 1030 S.W. MORRISON STREET · PORTLAND, OR 97205 | Legal | $8,165 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $39,404 | $89,609-56.0% | $88,632-55.5% | $89,609-56.0% |
| Participation rate | 100.0% | 69.6%+30.4pp | 68.8%+31.2pp | 69.6%+30.4pp |
| Annual return | 19.03% | 33.65%-14.6pp | 43.75%-24.7pp | 33.65%-14.6pp |
| Employer contribution / active EE | $1,015 | $2,584-60.7% | $2,099-51.6% | $2,584-60.7% |
| Participant deferral / active EE | $2,648 | $4,222-37.3% | $2,917-9.2% | $4,222-37.3% |
| Admin fee / account holder | $37 | $72-48.1% | $4,308-99.1% | $72-48.1% |