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| Provider | Service type | Compensation |
|---|---|---|
RVK, INC.5+ years Filed as: RV KUHNS Service code 17 · EIN 93-0910652 111 SW NAITO PARKWAY · PORTLAND, OR 97224 | Pension Consulting | $66,824 |
INDEPENDENT ACTUARIES, INC.2 years Filed as: INDEPENDENT ACTUARIES INC. Service code 11 · EIN 36-4561119 4500 KRUSE WAY, STE 200 · LAKE OSWEGO, OR 97035 | Actuarial | $33,830 |
INDEPENDENT FINANCIAL PARTNERS5+ years Filed as: CHAMPLAIN SM CAP FD LLC Service code 28 · EIN 20-4254618 346 SHELBURNE RD, 6TH FLO · BURLINGTON, VT 05401 | Investment Management | $25,902 |
US BANK4 years Filed as: U.S. BANK NATIONAL ASSOCIATON Service code 19 · EIN 31-0841368 800 NICOLLET MALL · MINNEAPOLIS, MN 55402 | Securities Custodian | $23,593 |
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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 | $71,919-100.0% | $247,190-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 5.2%-5.2pp | 15.2%-15.2pp | 13.5%-13.5pp |
| Annual return | 5.55% | 8.57%-3.0pp | 7.87%-2.3pp | 9.29%-3.7pp |
| Employer contribution / active EE | $38,354 | $19,481+96.9% | $31,784+20.7% | $15,168+152.9% |
| Participant deferral / active EE | $0 | $290-100.0% | $241-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $934-100.0% | $240,514-100.0% | $2,037-100.0% |