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| Provider | Service type | Compensation |
|---|---|---|
RUDD & WISDOM, INC.6+ years Service code 11 · EIN 74-1896655 | Actuarial | $145,415 |
AMERICAN FUNDS3 years Filed as: ADVANCED CAPITAL GROUP Service code 28 · EIN 41-1921960 | Investment Management | $13,369 |
DEAN DORTON ALLEN FORD, PLLC2 years Service code 10 · EIN 27-3858252 | Accounting | $12,875 |
US BANK6+ years Filed as: US BANK, N.A. Service code 21 · EIN 31-0841368 | Bank Trustee | $7,813 |
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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 | $20,848-100.0% | $353,945-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 25.0%-25.0pp | 20.8%-20.8pp | 13.5%-13.5pp |
| Annual return | 7.14% | 12.26%-5.1pp | 10.57%-3.4pp | 9.29%-2.2pp |
| Employer contribution / active EE | $10,529 | $20,182-47.8% | $29,483-64.3% | $15,168-30.6% |
| Participant deferral / active EE | $0 | $23-100.0% | $150-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $81-100.0% | $2,009-100.0% | $2,037-100.0% |