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| Provider | Service type | Compensation |
|---|---|---|
RUDD & WISDOM, INC.9+ years Service code 11 · EIN 74-1896655 | Actuarial | $121,582 |
DEAN DORTON ALLEN FORD, PLLC5 years Service code 10 · EIN 27-3858252 | Accounting | $14,500 |
AMERICAN FUNDS6 years Filed as: ADVANCED CAPITAL GROUP Service code 28 · EIN 41-1921960 | Investment Management | $13,546 |
US BANK9+ years Filed as: US BANK, N.A. Service code 21 · EIN 31-0841368 | Bank Trustee | $7,500 |
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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 | $282,865-100.0% | $7,193,366-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.7%-16.7pp | 12.4%-12.4pp |
| Annual return | 6.90% | 10.19%-3.3pp | 78.53%-71.6pp | 9.89%-3.0pp |
| Employer contribution / active EE | $8,333 | $17,053-51.1% | $31,607-73.6% | $14,313-41.8% |
| Participant deferral / active EE | $0 | $0 | $101-100.0% | $71-100.0% |
| Admin fee / account holder | $0 | $9,084-100.0% | $75,389-100.0% | $9,084-100.0% |