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| Provider | Service type | Compensation |
|---|---|---|
RVK, INC.1 year Service code 17 · EIN 93-0910652 | Pension Consulting | $41,201 |
INDEPENDENT FINANCIAL PARTNERS6+ years Filed as: CHAMPLAIN SM CAP FD LLC Service code 28 · EIN 20-4254618 | Investment Management | $32,667 |
US BANK6+ years Filed as: U.S. BANK NATIONAL ASSOCIATION Service code 19 · EIN 31-0841368 | Securities Custodian | $26,887 |
INDEPENDENT ACTUARIES, INC.3 years Filed as: INDEPENDENT ACTUARIES INC. Service code 11 · EIN 36-4561119 | Actuarial | $20,650 |
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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 | $88,833-100.0% | $151,098-100.0% | $95,044-100.0% |
| Participation rate | 0.0% | 5.9%-5.9pp | 16.3%-16.3pp | 8.4%-8.4pp |
| Annual return | 20.60% | 12.41%+8.2pp | 11.31%+9.3pp | 18.35%+2.3pp |
| Employer contribution / active EE | $19,101 | $18,122+5.4% | $35,729-46.5% | $14,669+30.2% |
| Participant deferral / active EE | $0 | $427-100.0% | $237-100.0% | $70-100.0% |
| Admin fee / account holder | $0 | $6,633-100.0% | $20,124-100.0% | $9,141-100.0% |