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| Provider | Service type | Compensation |
|---|---|---|
RUDD & COMPANY PLLC1 year Filed as: THE RUDD COMPANY LLC Service code 27 · EIN 27-0773694 | Advisory (Plan) | $19,185 |
Service code 37 · EIN 04-2647786 | Loan Processing | $16,415 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $24,063 | $89,652-73.2% | $141,177-83.0% | $65,185-63.1% |
| Participation rate | 90.8% | 74.7%+16.0pp | 82.5%+8.3pp | 70.2%+20.6pp |
| Annual return | 30.38% | 32.79%-2.4pp | 71.40%-41.0pp | 29.38%+1.0pp |
| Employer contribution / active EE | $4,077 | $3,065+33.0% | $4,736-13.9% | $2,177+87.3% |
| Participant deferral / active EE | $5,039 | $5,691-11.5% | $6,710-24.9% | $3,514+43.4% |
| Admin fee / account holder | $140 | $569-75.3% | $10,263-98.6% | $847-83.5% |