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.4+ years Service code 11 · EIN 74-1896655 | Actuarial | $306,640 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $46,350 |
THE VANGUARD GROUP, INC.4+ years Filed as: VANGUARD FIDUCIARY TRUST COMPANY Service code 15 · EIN 23-2186884 | Recordkeeping | $25,335 |
BAKER TILLY US, LLP2 years Service code 10 · EIN 39-0859910 | Accounting | $22,000 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,472,696-100.0% | $397,815-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 33.6%-33.6pp | 0.7%-0.7pp |
| Annual return | 1.84% | 14.25%-12.4pp | 9.74%-7.9pp | 13.24%-11.4pp |
| Employer contribution / active EE | $0 | $6,860-100.0% | $39,474-100.0% | $14,616-100.0% |
| Participant deferral / active EE | $0 | $197-100.0% | $135-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $10,161-100.0% | $4,137-100.0% |