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| Provider | Service type | Compensation |
|---|---|---|
RUDD & COMPANY PLLC2 years Filed as: THE RUDD COMPANY LLC Service code 27 · EIN 27-0773694 | Advisory (Plan) | $30,334 |
Service code 37 · EIN 04-2647786 | Loan Processing | $22,514 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,648 | $99,957-68.3% | $149,730-78.9% | $73,493-56.9% |
| Participation rate | 95.7% | 75.7%+20.0pp | 82.5%+13.2pp | 70.7%+25.0pp |
| Annual return | 17.66% | 53.87%-36.2pp | 276.70%-259.0pp | 28.51%-10.9pp |
| Employer contribution / active EE | $1,300 | $3,191-59.3% | $4,645-72.0% | $2,270-42.7% |
| Participant deferral / active EE | $4,314 | $6,073-29.0% | $6,843-37.0% | $3,740+15.3% |
| Admin fee / account holder | $211 | $551-61.8% | $9,310-97.7% | $513-59.0% |