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| Provider | Service type | Compensation |
|---|---|---|
RUDD & WISDOM, INC.10+ years Filed as: RUDD AND WISDOM, INC. Service code 11 · EIN 74-1896655 | Actuarial | $172,097 |
AMERICAN FUNDS7 years Filed as: ADVANCED CAPITAL GROUP Service code 28 · EIN 41-1921960 | Investment Management | $31,840 |
Filed as: SAGEVIEW ADVISORY INVESTMENT Service code 28 · EIN 33-0818667 | Investment Management | $23,017 |
WITHUMSMITH+BROWN, PC1 year Filed as: FROST BROWN TODD, LLP Service code 29 · EIN 61-0722001 | Legal | $18,186 |
US BANK10+ years Filed as: US BANK, N.A. Service code 21 · EIN 31-0841368 | Bank Trustee | $16,495 |
DEAN DORTON ALLEN FORD, PLLC6 years Service code 10 · EIN 27-3858252 | Accounting | $15,000 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,520-100.0% | $124,814-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.2%-22.2pp | 2.1%-2.1pp |
| Annual return | 7.61% | 6.77%+0.8pp | 10.53%-2.9pp | 7.65%0pp |
| Employer contribution / active EE | $30,444 | $23,265+30.9% | $26,797+13.6% | $20,582+47.9% |
| Participant deferral / active EE | $0 | $2,391-100.0% | $122-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $129-100.0% | $193-100.0% |