Filed February 7, 2020
| Provider | Service type | Compensation |
|---|---|---|
VENUTI & ASSOCIATES7+ years Filed as: VENUTI AND ASSOCIATES Service code 11 · EIN 01-3724124 1975 W EL CAMINO REAL SUITE 206 · MOUNTAIN VIEW, CA 94040 | Actuarial | $342,476 |
US BANK7+ years Filed as: US BANK NA Service code 21 · EIN 31-0841368 555 SW OAK STREET 6TH FLOOR · PORTLAND, OR 97208 | Bank Trustee | $73,505 |
RVK, INC.7+ years Filed as: RV KUHNS & ASSOCIATES Service code 27 · EIN 93-0910652 111 SW ANTIO PARKWAY · PORTLAND, OR 97204 | Advisory (Plan) | $49,100 |
BDO USA, LLP7+ years Filed as: BDO USA LLP Service code 10 · EIN 13-5381590 601 W RIVERSIDE AVE SUITE 900 · SPOKANE, WA 992010611 | Accounting | $0 |
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 | $1,472,696-100.0% | $861,422-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.7%-0.7pp | 14.3%-14.3pp | 0.7%-0.7pp |
| Annual return | 17.83% | 13.24%+4.6pp | 6.57%+11.3pp | 13.24%+4.6pp |
| Employer contribution / active EE | $0 | $14,616-100.0% | $34,489-100.0% | $14,616-100.0% |
| Participant deferral / active EE | $0 | $830-100.0% | $0 | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $0 | $4,137-100.0% |