Filed February 7, 2020
| Provider | Service type | Compensation |
|---|---|---|
VENUTI & ASSOCIATES5+ years Filed as: VENUTI AND ASSOCIATES Service code 11 · EIN 01-3724124 1975 W EL CAMINO REAL SUITE 206 · MOUNTAIN VIEW, CA 94040 | Actuarial | $357,312 |
RVK, INC.5+ years Filed as: RV KUHNS & ASSOCIATES Service code 27 · EIN 93-0910652 111 SW ANTIO PARKWAY · PORTLAND, OR 97204 | Advisory (Plan) | $59,151 |
US BANK5+ years Filed as: US BANK NA Service code 21 · EIN 31-0841368 555 SW OAK STREET 6TH FLOOR · PORTLAND, OR 97208 | Bank Trustee | $53,258 |
BDO USA, LLP5+ years Filed as: BDO USA LLP Service code 10 · EIN 13-5381590 601 W RIVERSIDE AVE SUITE 900 · SPOKANE, WA 992010611 | Accounting | $25,000 |
PINNACLE EQUITY FUND L.P.5+ years Service code 51 · EIN 13-3485967 335 MADISON AVENUE 11TH FLOOR · NEW YORK, NY 100174611 | Investment Mgmt Fees | $5,179 |
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 | $3,370,408-100.0% | $671,907-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 1.2%-1.2pp | 15.0%-15.0pp | 1.2%-1.2pp |
| Annual return | 39.00% | 53.27%-14.3pp | 10.76%+28.2pp | 53.27%-14.3pp |
| Employer contribution / active EE | $13,005 | $14,774-12.0% | $68,795-81.1% | $14,774-12.0% |
| Participant deferral / active EE | $0 | $1,259-100.0% | $229-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $6,717-100.0% | $13,289-100.0% |