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| Provider | Service type | Compensation |
|---|---|---|
RVK, INC.3 years Service code 17 · EIN 93-0910652 | Pension Consulting | $43,505 |
INDEPENDENT ACTUARIES, INC.2 years Service code 11 · EIN 36-4561119 | Actuarial | $35,410 |
INDEPENDENT FINANCIAL PARTNERS8+ years Filed as: CHAMPLAIN SM CAP FD LLC Service code 28 · EIN 20-4254618 | Investment Management | $31,897 |
WITHUMSMITH+BROWN, PC1 year Service code 10 · EIN 22-2027092 | Accounting | $23,925 |
US BANK8+ years Filed as: U.S. BANK NATIONAL ASSOCIATION Service code 19 · EIN 31-0841368 | Securities Custodian | $19,352 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $169,426-100.0% | $163,428-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 3.2%-3.2pp | 15.9%-15.9pp | 12.4%-12.4pp |
| Annual return | 5.99% | 8.88%-2.9pp | 9.36%-3.4pp | 9.89%-3.9pp |
| Employer contribution / active EE | $56,090 | $15,976+251.1% | $31,270+79.4% | $14,313+291.9% |
| Participant deferral / active EE | $0 | $621-100.0% | $263-100.0% | $71-100.0% |
| Admin fee / account holder | $0 | $8,087-100.0% | $9,460-100.0% | $9,084-100.0% |