Filed February 7, 2020
| Provider | Service type | Compensation |
|---|---|---|
VENUTI & ASSOCIATES6+ years Filed as: VENUTI AND ASSOCIATES Service code 11 · EIN 01-3724124 1975 W EL CAMINO REAL SUITE 206 · MOUNTAIN VIEW, CA 94040 | Actuarial | $393,526 |
US BANK6+ years Filed as: US BANK NA Service code 21 · EIN 31-0841368 555 SW OAK STREET 6TH FLOOR · PORTLAND, OR 97208 | Bank Trustee | $71,398 |
RVK, INC.6+ years Filed as: RV KUHNS & ASSOCIATES Service code 27 · EIN 93-0910652 111 SW ANTIO PARKWAY · PORTLAND, OR 97204 | Advisory (Plan) | $36,443 |
BDO USA, LLP6+ years Filed as: BDO USA LLP Service code 10 · EIN 13-5381590 601 W RIVERSIDE AVE SUITE 900 · SPOKANE, WA 992010611 | Accounting | $12,500 |
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 | $2,822,362-100.0% | $793,067-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.6%-0.6pp | 9.1%-9.1pp | 0.6%-0.6pp |
| Annual return | 13.66% | 11.45%+2.2pp | 10.21%+3.5pp | 11.45%+2.2pp |
| Employer contribution / active EE | $0 | $17,219-100.0% | $40,687-100.0% | $17,219-100.0% |
| Participant deferral / active EE | $0 | $357-100.0% | $0 | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $0 | $15,480-100.0% |