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| Provider | Service type | Compensation |
|---|---|---|
RUDD & WISDOM, INC.5+ years Service code 11 · EIN 74-1896655 | Actuarial | $41,693 |
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 17 · EIN 26-0058143 | Pension Consulting | $23,871 |
THE VANGUARD GROUP, INC.5+ years Filed as: VANGUARD FIDUCIARY TRUST COMPANY Service code 15 · EIN 23-2186884 | Recordkeeping | $18,251 |
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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 | $46,984-100.0% | $268,676-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 5.6%-5.6pp | 37.9%-37.9pp | 5.6%-5.6pp |
| Annual return | -16.54% | 39.82%-56.4pp | -10.68%-5.9pp | 39.82%-56.4pp |
| Employer contribution / active EE | $0 | $19,980-100.0% | $48,995-100.0% | $19,980-100.0% |
| Participant deferral / active EE | $0 | $614-100.0% | $360-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $4,366-100.0% | $62-100.0% |