Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
RUDD & WISDOM, INC.1+ years Filed as: RUDD AND WISDOM, INC. Service code 11 · EIN 74-1896655 | Actuarial | $171,904 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BANK OF OKLAHOMA, N.A. Service code 28 · EIN 73-0780382 | Investment Management | $111,718 |
US BANK1+ years Filed as: US BANK, N.A. Service code 21 · EIN 31-0841368 | Bank Trustee | $19,606 |
ERNST & YOUNG LLP1+ years Filed as: ERNST AND YOUNG, LLP Service code 10 · EIN 34-6565596 | Accounting | $16,250 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $82,591-100.0% | $253,870-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.5%-10.5pp | 0.8%-0.8pp |
| Annual return | -1.20% | -1.11%-0.1pp | -1.10%-0.1pp | -0.60%-0.6pp |
| Employer contribution / active EE | $35,104 | $11,820+197.0% | $27,248+28.8% | $12,272+186.0% |
| Participant deferral / active EE | $0 | $1,534-100.0% | $105-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $702,575-100.0% | $717-100.0% |