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| Provider | Service type | Compensation |
|---|---|---|
RUDD & WISDOM, INC.5+ years Filed as: RUDD AND WISDOM, INC. Service code 11 · EIN 74-1896655 | Actuarial | $177,827 |
AMERICAN FUNDS2 years Filed as: ADVANCED CAPITAL GROUP Service code 28 · EIN 41-1921960 | Investment Management | $50,361 |
US BANK5+ years Filed as: US BANK, N.A. Service code 21 · EIN 31-0841368 | Bank Trustee | $12,854 |
Service code 10 · EIN 27-3858252 | Accounting | $12,844 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $3,370,408-100.0% | $94,563-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.9%-17.9pp | 1.2%-1.2pp |
| Annual return | 16.24% | 20.24%-4.0pp | 16.32%-0.1pp | 53.27%-37.0pp |
| Employer contribution / active EE | $4,336 | $14,384-69.9% | $31,806-86.4% | $14,774-70.7% |
| Participant deferral / active EE | $0 | $1,713-100.0% | $211-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $0 | $13,289-100.0% |