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.4+ years Filed as: RUDD AND WISDOM, INC. Service code 11 · EIN 74-1896655 | Actuarial | $196,560 |
AMERICAN FUNDS1 year Filed as: ADVANCED CAPITAL GROUP Service code 28 · EIN 41-1921960 | Investment Management | $42,777 |
THE BANK OF NEW YORK MELLON4+ years Filed as: BANK OF OKLAHOMA, N.A. Service code 28 · EIN 73-0780382 | Investment Management | $24,067 |
ERNST & YOUNG LLP4+ years Filed as: ERNST AND YOUNG, LLP Service code 10 · EIN 34-6565596 | Accounting | $18,413 |
US BANK4+ years Filed as: US BANK, N.A. Service code 21 · EIN 31-0841368 | Bank Trustee | $9,400 |
WELLS FARGO BANK, N.A.1 year Service code 21 · EIN 94-1347393 | Bank Trustee | $6,967 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $18,026,966-100.0% | $280,855-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.6%-21.6pp | 1.8%-1.8pp |
| Annual return | -3.13% | 4.52%-7.6pp | -0.70%-2.4pp | 0.19%-3.3pp |
| Employer contribution / active EE | $22,549 | $13,719+64.4% | $28,903-22.0% | $13,763+63.8% |
| Participant deferral / active EE | $0 | $2,003-100.0% | $148-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $1,852-100.0% | $426-100.0% |