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| Provider | Service type | Compensation |
|---|---|---|
RUDD & WISDOM, INC.1+ years Service code 11 · EIN 74-1896655 | Actuarial | $128,490 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BANK OF OKLAHOMA, N.A. Service code 28 · EIN 73-0780382 | Investment Management | $48,499 |
ERNST & YOUNG LLP1+ years Filed as: ERNST & YOUNG, LLP Service code 10 · EIN 34-6565596 | Accounting | $16,250 |
US BANK1+ years Filed as: US BANK, N.A. Service code 21 · EIN 31-0841368 | Bank Trustee | $13,297 |
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Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $211,396-100.0% | $253,870-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.5%-10.5pp | 4.3%-4.3pp |
| Annual return | -4.87% | -1.11%-3.8pp | -1.10%-3.8pp | 2.81%-7.7pp |
| Employer contribution / active EE | $18,450 | $19,191-3.9% | $27,248-32.3% | $16,358+12.8% |
| Participant deferral / active EE | $0 | $1,024-100.0% | $105-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $1,639-100.0% | $702,575-100.0% | $1,639-100.0% |