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| Provider | Service type | Compensation |
|---|---|---|
RUDD & WISDOM, INC.3+ years Service code 11 · EIN 74-1896655 | Actuarial | $357,534 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $56,250 |
THE VANGUARD GROUP, INC.3+ years Filed as: VANGUARD FIDUCIARY TRUST COMPANY Service code 15 · EIN 23-2186884 | Recordkeeping | $26,325 |
BAKER TILLY US, LLP1 year Service code 10 · EIN 39-0859910 | Accounting | $22,500 |
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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 | $2,822,362-100.0% | $312,618-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 31.8%-31.8pp | 0.6%-0.6pp |
| Annual return | 11.18% | 15.98%-4.8pp | 10.03%+1.1pp | 11.45%-0.3pp |
| Employer contribution / active EE | $9,643 | $21,248-54.6% | $38,789-75.1% | $17,219-44.0% |
| Participant deferral / active EE | $0 | $283-100.0% | $74-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $4,182-100.0% | $15,480-100.0% |