Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
RUDD & WISDOM, INC.2+ years Service code 11 · EIN 74-1896655 | Actuarial | $144,581 |
THE BANK OF NEW YORK MELLON2+ years Filed as: BANK OF OKLAHOMA, N.A. Service code 28 · EIN 73-0780382 | Investment Management | $45,223 |
ERNST & YOUNG LLP2+ years Filed as: ERNST & YOUNG, LLP Service code 10 · EIN 34-6565596 | Accounting | $18,587 |
US BANK2+ years Filed as: US BANK, N.A. Service code 21 · EIN 31-0841368 | Bank Trustee | $12,940 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $49,677-100.0% | $442,730-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | 3.6%-3.6pp |
| Annual return | 1.60% | 5.54%-3.9pp | 4.72%-3.1pp | 11.88%-10.3pp |
| Employer contribution / active EE | $21,364 | $25,709-16.9% | $30,821-30.7% | $14,612+46.2% |
| Participant deferral / active EE | $0 | $2,149-100.0% | $113-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $2,146-100.0% | $637-100.0% |