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| Provider | Service type | Compensation |
|---|---|---|
RVK, INC.3+ years Filed as: RV KUHNS Service code 17 · EIN 93-0910652 111 SW NAITO PARKWAY · PORTLAND, OR 97224 | Pension Consulting | $50,614 |
INDEPENDENT FINANCIAL PARTNERS3+ years Filed as: CHAMPLAIN SM CAP FD LLC Service code 28 · EIN 20-4254618 346 SHELBURNE RD, 6TH FLO · BURLINGTON, VT 05401 | Investment Management | $24,289 |
US BANK2 years Filed as: U.S. BANK NATIONAL ASSOCIATON Service code 19 · EIN 31-0841368 800 NICOLLET MALL · MINNEAPOLIS, MN 55402 | Securities Custodian | $22,675 |
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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 | $82,816-100.0% | $145,218-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 12.6%-12.6pp | 20.5%-20.5pp | 14.6%-14.6pp |
| Annual return | 5.58% | -1.32%+6.9pp | -0.67%+6.2pp | 10.56%-5.0pp |
| Employer contribution / active EE | $28,405 | $18,687+52.0% | $31,731-10.5% | $13,643+108.2% |
| Participant deferral / active EE | $0 | $284-100.0% | $473-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $2,719-100.0% | $28,383-100.0% | $3,354-100.0% |