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| Provider | Service type | Compensation |
|---|---|---|
RUDD & WISDOM, INC.3+ years Filed as: RUDD AND WISDOM, INC. Service code 11 · EIN 74-1896655 | Actuarial | $164,377 |
THE BANK OF NEW YORK MELLON3+ years Filed as: BANK OF OKLAHOMA, N.A. Service code 28 · EIN 73-0780382 | Investment Management | $129,333 |
US BANK3+ years Filed as: US BANK, N.A. Service code 21 · EIN 31-0841368 | Bank Trustee | $23,250 |
ERNST & YOUNG LLP3+ years Filed as: ERNST AND YOUNG, LLP Service code 10 · EIN 34-6565596 | Accounting | $18,204 |
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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 | $1,723,788-100.0% | $85,985-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 19.2%-19.2pp | 1.9%-1.9pp |
| Annual return | 9.17% | 11.16%-2.0pp | 14.20%-5.0pp | 23.90%-14.7pp |
| Employer contribution / active EE | $22,981 | $17,064+34.7% | $27,968-17.8% | $16,539+38.9% |
| Participant deferral / active EE | $0 | $1,954-100.0% | $576-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $6,028-100.0% | $18,975-100.0% |