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| Provider | Service type | Compensation |
|---|---|---|
RUDD & WISDOM, INC.8+ years Filed as: RUDD AND WISDOM, INC. Service code 11 · EIN 74-1896655 | Actuarial | $192,710 |
AMERICAN FUNDS5 years Filed as: ADVANCED CAPITAL GROUP Service code 28 · EIN 41-1921960 | Investment Management | $54,469 |
US BANK8+ years Filed as: US BANK, N.A. Service code 21 · EIN 31-0841368 | Bank Trustee | $17,219 |
DEAN DORTON ALLEN FORD, PLLC4 years Service code 10 · EIN 27-3858252 | Accounting | $13,750 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $46,984-100.0% | - | $46,984-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 5.6%-5.6pp |
| Annual return | -10.92% | 93.59%-104.5pp | 22.50%-33.4pp | 39.82%-50.7pp |
| Employer contribution / active EE | $21,956 | $17,832+23.1% | $33,849-35.1% | $19,980+9.9% |
| Participant deferral / active EE | $0 | $1,653-100.0% | $101-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | - | $62-100.0% |