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.
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| Provider | Service type | Compensation |
|---|---|---|
VENUTI & ASSOCIATES2+ years Filed as: VENUTI AND ASSOCIATES Service code 11 · EIN 04-3724124 5050 EL CAMINO REAL SUITE 106 · LOS ALTOS, CA 94022 | Actuarial | $90,651 |
PINNACLE EQUITY FUND L.P.2+ years Filed as: PINNACLE EQUITY FUND LP Service code 28 · EIN 13-3485967 335 MADISON AVENUE 11TH FLOOR · NEW YORK, NY 100174611 | Investment Management | $21,474 |
BDO USA, LLP2+ years Service code 10 · EIN 13-5381590 601 W RIVERSIDE AVE SUITE 900 · SPOKANE, WA 992010611 | Accounting | $16,000 |
RVK, INC.2+ years Filed as: RV KUHNS AND ASSOCIATES Service code 28 · EIN 93-0910652 1211 SW 5TH AVENUE SUITE 900 · PORTLAND, OR 97204 | Investment Management | $15,140 |
US BANK2+ years Filed as: US BANK NA Service code 21 · EIN 31-0841368 555 SW OAK STREET 6TH FLOOR · PORTLAND, OR 97208 | Bank Trustee | $0 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $44,091-100.0% | $1,867,444-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 4.5%-4.5pp | 11.3%-11.3pp | 4.5%-4.5pp |
| Annual return | 11.21% | 13.95%-2.7pp | 9.84%+1.4pp | 13.95%-2.7pp |
| Employer contribution / active EE | $171 | $16,598-99.0% | $50,102-99.7% | $16,598-99.0% |
| Participant deferral / active EE | $0 | $511-100.0% | $612-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $18,647-100.0% | $612-100.0% |