Filed April 29, 2016 (most recent of 6 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
RUDD & WISDOM, INC.1+ years Filed as: RUDD AND WISDOM, INC. Service code 11 · EIN 74-1896655 | Actuarial | $126,256 |
FIDUCIARY MANAGEMENT, INC.1+ years Filed as: FIDUCIARY MANAGEMENT INC. Service code 27 · EIN 39-1346018 | Advisory (Plan) | $78,818 |
MMA SECURITIES LLC1+ years Filed as: MARSH & MCLENNAN AGENCY LLC Service code 11 · EIN 26-3237576 | Actuarial | $32,759 |
BKD, LLP1+ years Service code 10 · EIN 44-0160260 | Accounting | $29,705 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET CORPORATION Service code 21 · EIN 04-1867445 | Bank Trustee | $24,632 |
HOLTZMAN PARTNERS, LLP1+ years Service code 10 · EIN 74-3121060 | Accounting | $11,005 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,723,788-100.0% | $198,173-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.0%-42.0pp | 1.9%-1.9pp |
| Annual return | 245.55% | 12.40%+233.2pp | 10.16%+235.4pp | 23.90%+221.7pp |
| Employer contribution / active EE | $4,722 | $8,748-46.0% | $33,192-85.8% | $16,539-71.5% |
| Participant deferral / active EE | $0 | $217-100.0% | $66-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $7,531-100.0% | $18,975-100.0% |