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| Provider | Service type | Compensation |
|---|---|---|
RUDD & WISDOM, INC.3+ years Service code 11 · EIN 74-1896655 | Actuarial | $159,308 |
THE BANK OF NEW YORK MELLON3+ years Filed as: BANK OF OKLAHOMA, N.A. Service code 28 · EIN 73-0780382 | Investment Management | $40,650 |
ERNST & YOUNG LLP3+ years Filed as: ERNST & YOUNG, LLP Service code 10 · EIN 34-6565596 | Accounting | $18,204 |
US BANK3+ years Filed as: US BANK, N.A. Service code 21 · EIN 31-0841368 | Bank Trustee | $12,580 |
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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 | $44,091-100.0% | $85,985-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 19.2%-19.2pp | 4.5%-4.5pp |
| Annual return | 6.71% | 12.51%-5.8pp | 14.20%-7.5pp | 13.95%-7.2pp |
| Employer contribution / active EE | $16,981 | $17,557-3.3% | $27,968-39.3% | $16,598+2.3% |
| Participant deferral / active EE | $0 | $552-100.0% | $576-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $6,028-100.0% | $612-100.0% |