Filed February 7, 2020
| Provider | Service type | Compensation |
|---|---|---|
NWPS3 years Service code 11 · EIN 04-3721424 160 W SANTA CLARA STREET · SAN JOSE, CA 95113 | Actuarial | $270,431 |
US BANK10+ years Filed as: US BANK NA Service code 21 · EIN 31-0841368 555 SW OAK STREET PL-6 · PORTLAND, OR 97204 | Bank Trustee | $75,552 |
DWS FUNDS1 year Filed as: RREEF AMERICA II LP Service code 28 · EIN 92-1440977 222 SOUTH RIVERSIDE PLAZA · CHICAGO, IL 60606 | Investment Management | $54,009 |
WELLINGTON TRUST COMPANY3 years Filed as: WELLINGTON TRUST COMPANY, NA Service code 28 · EIN 47-3828930 280 CONGRESS STREET · BOSTON, MA 02210 | Investment Management | $33,428 |
BDO USA, LLP2 years Filed as: BDO USA, P.C. Service code 10 · EIN 13-5381590 601 W RIVERSIDE AVE SUITE 900 · SPOKANE, WA 992010611 | Accounting | $31,350 |
HEIDI HERNDON2 years Service code 15 · EIN 82-0126240 6500 N MINERAL DRIVE SUITE 200 · COEUR DALENE, ID 83815 | Recordkeeping | $17,765 |
RVK, INC.10+ years Filed as: RV KUHNS & ASSOCIATES Service code 27 · EIN 93-0910652 1211 SW 5TH AVENUE · PORTLAND, OR 97204 | Advisory (Plan) | $13,460 |
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 | $0 | $943,036-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 9.1%-9.1pp | 0.0%0pp |
| Annual return | 6.77% | 8.76%-2.0pp | 5.62%+1.1pp | 8.76%-2.0pp |
| Employer contribution / active EE | $0 | $16,664-100.0% | $37,825-100.0% | $16,664-100.0% |
| Participant deferral / active EE | $0 | $948-100.0% | $0 | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $0 | - |