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| Provider | Service type | Compensation |
|---|---|---|
RVK, INC.1+ years Filed as: RV KUHNS Service code 17 · EIN 93-0910652 111 SW NAITO PARKWAY · PORTLAND, OR 97224 | Pension Consulting | $47,500 |
US BANK1+ years Filed as: U.S. BANK NATIONAL ASSOCIATION Service code 19 · EIN 31-0841368 800 NICOLLET MALL · MINNEAPOLIS, MN 55402 | Securities Custodian | $20,474 |
INDEPENDENT FINANCIAL PARTNERS1+ years Filed as: CHAMPLAIN SM CAP FD LLC Service code 28 · EIN 20-4254618 346 SHELBURNE RD 6TH FLOOR · BURLINGTON, VT 05401 | Investment Management | $9,586 |
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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 | $43,809-100.0% | $115,939-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 7.6%-7.6pp | 19.3%-19.3pp | 12.6%-12.6pp |
| Annual return | 1.34% | 4.23%-2.9pp | 3.97%-2.6pp | 4.56%-3.2pp |
| Employer contribution / active EE | $30,740 | $16,147+90.4% | $28,168+9.1% | $15,526+98.0% |
| Participant deferral / active EE | $0 | $429-100.0% | $274-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $850-100.0% | $12,837-100.0% | $1,711-100.0% |