Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
RUDD & WISDOM, INC.7+ years Service code 11 · EIN 74-1896655 | Actuarial | $373,140 |
GROOM LAW GROUP2 years Service code 29 · EIN 52-1219029 | Legal | $113,441 |
CAPFINANCIAL PARTNERS LLC6 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 17 · EIN 26-0058143 | Pension Consulting | $62,941 |
MOSS ADAMS LLP2 years Service code 10 · EIN 23-2186884 | Accounting | $38,850 |
THE VANGUARD GROUP, INC.7+ years Filed as: VANGUARD FIDUCIARY TRUST COMPANY Service code 15 · EIN 23-2186884 | Recordkeeping | $19,248 |
DELOITTE & TOUCHE LLP1 year Filed as: DELOITTE AND TOUCHE LLP Service code 17 · EIN 13-3891517 | Pension Consulting | $7,400 |
US BANK1 year Filed as: U.S. BANK NATIONAL ASSOCIATION Service code 15 · EIN 31-0841368 | Recordkeeping | $5,394 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,520-100.0% | $468,422-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 2.1%-2.1pp | 30.5%-30.5pp | 2.1%-2.1pp |
| Annual return | 3.88% | 7.65%-3.8pp | 6.89%-3.0pp | 7.65%-3.8pp |
| Employer contribution / active EE | $5,443 | $20,582-73.6% | $43,868-87.6% | $20,582-73.6% |
| Participant deferral / active EE | $0 | $1,172-100.0% | $44-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $1,988-100.0% | $193-100.0% |