Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
RVK, INC.2+ years Filed as: RV KUHNS Service code 17 · EIN 93-0910652 111 SW NAITO PARKWAY · PORTLAND, OR 97224 | Pension Consulting | $37,125 |
US BANK1 year Filed as: U.S. BANK NATIONAL ASSOCIATON Service code 19 · EIN 31-0841368 800 NICOLLET MALL · MINNEAPOLIS, MN 55402 | Securities Custodian | $20,960 |
INDEPENDENT FINANCIAL PARTNERS2+ years Filed as: CHAMPLAIN SM CAP FD LLC Service code 28 · EIN 20-4254618 346 SHELBURNE RD, 6TH FLO · BURLINGTON, VT 05401 | Investment Management | $11,149 |
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.
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 | $62,467-100.0% | $128,366-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 15.3%-15.3pp | 19.3%-19.3pp | 11.3%-11.3pp |
| Annual return | 9.54% | 11.00%-1.5pp | 9.39%+0.1pp | 10.41%-0.9pp |
| Employer contribution / active EE | $30,740 | $16,132+90.5% | $33,466-8.1% | $14,691+109.2% |
| Participant deferral / active EE | $0 | $198-100.0% | $657-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $1,085-100.0% | $2,132-100.0% | $2,646-100.0% |