Filed August 14, 2002 (most recent of 3 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
NWPS2 years Service code 11 · EIN 04-3724124 160 W SANTA CLARA STREET · SAN JOSE, CA 95113 | Actuarial | $63,522 |
BDO USA, LLP1 year Filed as: BDO USA, P.C. Service code 10 · EIN 13-5381590 221 N WALL STREET · SPOKANE, WA 99201 | Accounting | $61,250 |
RVK, INC.9+ years Filed as: RV KUHNS AND ASSOCIATES Service code 28 · EIN 93-0910652 1211 SW 5TH AVENUE SUITE 900 · PORTLAND, OR 97204 | Investment Management | $26,527 |
DWS FUNDS1 year Filed as: RREEF AMERICA II REIT Service code 28 · EIN 36-4215573 100 PLAZA ONE · JERSEY CITY, NJ 073113901 | Investment Management | $21,466 |
US BANK9+ years Filed as: US BANK NA Service code 21 · EIN 31-0841368 555 SW OAK STREET 6TH FLOOR · PORTLAND, OR 97208 | Bank Trustee | $19,301 |
WELLINGTON TRUST COMPANY3 years Filed as: WELLINGTON TRUST COMPANY, NA Service code 28 · EIN 47-3828930 280 CONGRESS STREET · BOSTON, MA 02210 | Investment Management | $7,714 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $33,520-100.0% | $943,036-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 2.1%-2.1pp | 9.1%-9.1pp | 2.1%-2.1pp |
| Annual return | 18.82% | 7.65%+11.2pp | 5.62%+13.2pp | 7.65%+11.2pp |
| Employer contribution / active EE | $0 | $20,582-100.0% | $37,825-100.0% | $20,582-100.0% |
| Participant deferral / active EE | $0 | $1,172-100.0% | $0 | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $0 | $193-100.0% |