Filed February 7, 2020
| Provider | Service type | Compensation |
|---|---|---|
NWPS1 year Service code 11 · EIN 04-3721424 160 W SANTA CLARA STREET · SAN JOSE, CA 95113 | Actuarial | $408,875 |
US BANK8+ years Filed as: US BANK NA Service code 21 · EIN 31-0841368 555 SW OAK STREET PL-6 · PORTLAND, OR 97204 | Bank Trustee | $55,528 |
RVK, INC.8+ years Filed as: RV KUHNS & ASSOCIATES Service code 27 · EIN 93-0910652 1211 SW 5TH AVENUE · PORTLAND, OR 97204 | Advisory (Plan) | $50,379 |
WELLINGTON TRUST COMPANY1 year Filed as: WELLINGTON TRUST COMPANY, NA Service code 28 · EIN 47-3828930 280 CONGRESS STREET · BOSTON, MA 02210 | Investment Management | $31,369 |
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 | $164,233-100.0% | $732,694-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 7.1%-7.1pp | 0.0%0pp |
| Annual return | -9.82% | 2.78%-12.6pp | -15.18%+5.4pp | 2.78%-12.6pp |
| Employer contribution / active EE | $0 | $15,276-100.0% | $53,321-100.0% | $15,276-100.0% |
| Participant deferral / active EE | $0 | $691-100.0% | $0 | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $0 | $1,015-100.0% |