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| Provider | Service type | Compensation |
|---|---|---|
Service code 14 · EIN 93-0497711 | Plan Administrator | $31,280 |
RVK, INC.1+ years Filed as: RVK Service code 27 · EIN 93-0910652 | Advisory (Plan) | $16,828 |
BOLDT, CARLISLE & SMITH1+ years Service code 10 · EIN 93-0570615 | Accounting | $12,509 |
STOEL RIVES LLP1+ years Filed as: STOEL, RIVES, ET AL. Service code 29 · EIN 93-0408771 | Legal | $11,644 |
INDEPENDENT ACTUARIES, INC.1+ years Service code 11 · EIN 36-4561119 | Actuarial | $11,511 |
BENESYS, INC.1+ years Service code 13 · EIN 38-2383171 | Contract Administrator | $8,928 |
WITHUMSMITH+BROWN, PC1+ years Filed as: BROWN & BROWN INSURANCE Service code 22 · EIN 93-0518576 | Insurance Broker | $8,078 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $32,279-100.0% | $180,484-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 8.3%-8.3pp | 10.1%-10.1pp | 11.3%-11.3pp |
| Annual return | -46.87% | 10.98%-57.9pp | 10.53%-57.4pp | 10.41%-57.3pp |
| Employer contribution / active EE | $26,017 | $15,231+70.8% | $29,360-11.4% | $14,691+77.1% |
| Participant deferral / active EE | $0 | $30-100.0% | $54-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $397-100.0% | $1,273-100.0% | $2,646-100.0% |