Filed February 7, 2020
| Provider | Service type | Compensation |
|---|---|---|
VENUTI & ASSOCIATES3+ years Filed as: VENUTI AND ASSOCIATES Service code 11 · EIN 01-3724124 1975 W EL CAMINO REAL SUITE 206 · MOUNTAIN VIEW, CA 94040 | Actuarial | $319,366 |
PINNACLE EQUITY FUND L.P.3+ years Service code 51 · EIN 13-3485967 335 MADISON AVENUE 11TH FLOOR · NEW YORK, NY 100174611 | Investment Mgmt Fees | $74,711 |
US BANK3+ years Filed as: US BANK NA Service code 21 · EIN 31-0841368 555 SW OAK STREET 6TH FLOOR · PORTLAND, OR 97208 | Bank Trustee | $48,492 |
RVK, INC.3+ years Filed as: RV KUHNS & ASSOCIATES Service code 27 · EIN 93-0910652 111 SW ANTIO PARKWAY · PORTLAND, OR 97204 | Advisory (Plan) | $45,419 |
BDO USA, LLP3+ years Filed as: BDO USA LLP Service code 10 · EIN 13-5381590 601 W RIVERSIDE AVE SUITE 900 · SPOKANE, WA 992010611 | Accounting | $25,000 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,723,788-100.0% | $1,867,444-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 1.9%-1.9pp | 11.3%-11.3pp | 1.9%-1.9pp |
| Annual return | 11.91% | 23.90%-12.0pp | 9.84%+2.1pp | 23.90%-12.0pp |
| Employer contribution / active EE | $14,906 | $16,539-9.9% | $50,102-70.2% | $16,539-9.9% |
| Participant deferral / active EE | $0 | $350-100.0% | $612-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $18,647-100.0% | $18,975-100.0% |