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| Provider | Service type | Compensation |
|---|---|---|
RUDD & WISDOM, INC.7+ years Service code 11 · EIN 74-1896655 | Actuarial | $160,193 |
AMERICAN FUNDS4 years Filed as: ADVANCED CAPITAL GROUP Service code 28 · EIN 41-1921960 | Investment Management | $13,447 |
DEAN DORTON ALLEN FORD, PLLC3 years Service code 10 · EIN 27-3858252 | Accounting | $13,265 |
US BANK7+ years Filed as: US BANK, N.A. Service code 21 · EIN 31-0841368 | Bank Trustee | $8,168 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $95,044-100.0% | $490,804-100.0% | $95,044-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 7.1%-7.1pp | 8.4%-8.4pp |
| Annual return | 5.44% | 13.11%-7.7pp | 14.84%-9.4pp | 18.35%-12.9pp |
| Employer contribution / active EE | $19,997 | $51,257-61.0% | $37,950-47.3% | $14,669+36.3% |
| Participant deferral / active EE | $0 | $247-100.0% | $127-100.0% | $70-100.0% |
| Admin fee / account holder | $0 | $9,141-100.0% | $1-100.0% | $9,141-100.0% |