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| Provider | Service type | Compensation |
|---|---|---|
RVK, INC.4 years Service code 17 · EIN 93-0910652 | Pension Consulting | $60,611 |
INDEPENDENT FINANCIAL PARTNERS9+ years Filed as: CHAMPLAIN SM CAP FD LLC Service code 28 · EIN 20-4254618 | Investment Management | $38,309 |
INDEPENDENT ACTUARIES, INC.3 years Service code 11 · EIN 36-4561119 | Actuarial | $34,270 |
US BANK1 year Filed as: U.S BANK NATIONAL ASSOCIATION Service code 19 · EIN 20-4254618 | Securities Custodian | $27,961 |
DWS FUNDS1 year Filed as: RREEF AMERICA L.L.C. Service code 28 · EIN 58-2364506 | Investment Management | $24,462 |
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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 | $52,198-100.0% | $342,274-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 14.4%-14.4pp | 11.0%-11.0pp |
| Annual return | 7.71% | 10.25%-2.5pp | 8.34%-0.6pp | 8.21%-0.5pp |
| Employer contribution / active EE | $48,750 | $16,685+192.2% | $30,790+58.3% | $13,837+252.3% |
| Participant deferral / active EE | $0 | $728-100.0% | $252-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $1,652-100.0% | $47,069-100.0% | $1,652-100.0% |