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| Provider | Service type | Compensation |
|---|---|---|
RUDD & WISDOM, INC.4+ years Service code 11 · EIN 74-1896655 | Actuarial | $154,588 |
ERNST & YOUNG LLP4+ years Filed as: ERNST & YOUNG, LLP Service code 10 · EIN 34-6565596 | Accounting | $18,414 |
THE BANK OF NEW YORK MELLON4+ years Filed as: BANK OF OKLAHOMA, N.A. Service code 28 · EIN 73-0780382 | Investment Management | $15,421 |
AMERICAN FUNDS1 year Filed as: ADVANCED CAPITAL GROUP Service code 28 · EIN 41-1921960 | Investment Management | $12,475 |
WELLS FARGO BANK, N.A.1 year Service code 21 · EIN 94-1347393 | Bank Trustee | $7,393 |
US BANK4+ years Filed as: US BANK, N.A. Service code 21 · EIN 31-0841368 | Bank Trustee | $6,280 |
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Employer contribution per participant 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 | $37,197-100.0% | $280,855-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.6%-21.6pp | 4.7%-4.7pp |
| Annual return | -6.53% | -1.43%-5.1pp | -0.70%-5.8pp | -0.69%-5.8pp |
| Employer contribution / active EE | $3,241 | $25,105-87.1% | $28,903-88.8% | $16,786-80.7% |
| Participant deferral / active EE | $0 | $869-100.0% | $148-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $124-100.0% | $1,852-100.0% | $124-100.0% |