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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.4+ years Filed as: BENESYS INC Service code 13 · EIN 93-0446761 | Contract Administrator | $51,441 |
JULES VAN SANT4+ years Service code 20 5331 S MACADAM STE 220 · PORTLAND, OR 97239 | Direct payment from the plan; Trustee... | $45,000 |
RVK, INC.4+ years Filed as: RV KUHNS & ASSOCIATES Service code 27 · EIN 93-0910652 | Advisory (Plan) | $38,889 |
VIGILANT SERVICES, INC.4+ years Filed as: VIGILANT SERVICES INC Service code 20 5331 S MACADAM STE 220 · PORTLAND, OR 97239 | Trustee (individual); Direct payment ... | $30,000 |
MILLIMAN, INC.4+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $16,146 |
TRUCKER HUSS2 years Filed as: TRUCKER HUSS, APC Service code 29 · EIN 94-3216063 | Legal | $14,200 |
CLIFTONLARSONALLEN LLP4+ years Service code 10 · EIN 41-0746749 | Accounting | $10,695 |
US BANK4+ years Service code 19 · EIN 31-0841368 | Securities Custodian | $9,690 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $380,063-100.0% | - | $380,063-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 27.7%-27.7pp |
| Annual return | 4.57% | 18.71%-14.1pp | 16.48%-11.9pp | 15.59%-11.0pp |
| Employer contribution / active EE | $0 | $17,068-100.0% | $13,511-100.0% | $33,256-100.0% |
| Participant deferral / active EE | $0 | $0 | $64-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $21,009-100.0% | - | $21,009-100.0% |