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| Provider | Service type | Compensation |
|---|---|---|
RVK, INC.5 years Service code 17 · EIN 93-0910652 | Pension Consulting | $78,528 |
INDEPENDENT ACTUARIES, INC.7 years Filed as: INDEPENDENT ACTUARIES INC. Service code 11 · EIN 36-4561119 | Actuarial | $34,230 |
US BANK2 years Filed as: U.S BANK NATIONAL ASSOCIATION Service code 19 · EIN 20-4254618 | Securities Custodian | $30,195 |
INDEPENDENT FINANCIAL PARTNERS10+ years Filed as: CHAMPLAIN SM CAP FD LLC Service code 28 · EIN 20-4254618 | Investment Management | $29,830 |
DWS FUNDS2 years Filed as: RREEF AMERICA L.L.C. Service code 28 · EIN 58-2364506 | Investment Management | $22,179 |
WITHUMSMITH+BROWN, PC1 year Filed as: WITHUMSMITH+BROWN,PC Service code 10 · EIN 22-2027092 | Accounting | $13,520 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $24,265-100.0% | $133,308-100.0% | $24,265-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 11.8%-11.8pp | 11.2%-11.2pp |
| Annual return | 9.77% | 8.95%+0.8pp | 7.44%+2.3pp | 9.01%+0.8pp |
| Employer contribution / active EE | $50,000 | $26,499+88.7% | $30,790+62.4% | $12,866+288.6% |
| Participant deferral / active EE | $0 | $2,525-100.0% | $640-100.0% | $260-100.0% |
| Admin fee / account holder | $0 | $4,785-100.0% | $16,084-100.0% | $4,785-100.0% |