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| Provider | Service type | Compensation |
|---|---|---|
RUDD & WISDOM, INC.1+ years Filed as: RUDD AND WISDOM, INC. Service code 15 · EIN 74-1896655 | Recordkeeping | $27,070 |
PMB HELIN DONOVAN, LLP1+ years Filed as: PMB HELIN DONOVAN Service code 10 · EIN 74-3001153 | Accounting | $5,300 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,837 | $68,413-68.1% | $123,106-82.3% | $55,191-60.4% |
| Participation rate | 96.6% | 84.5%+12.1pp | 86.8%+9.8pp | 69.2%+27.4pp |
| Annual return | 0.92% | 6.30%-5.4pp | 13.22%-12.3pp | 10.78%-9.9pp |
| Employer contribution / active EE | $0 | $3,050-100.0% | $5,151-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $0 | $4,490-100.0% | $6,229-100.0% | $3,046-100.0% |
| Admin fee / account holder | $77 | $88-12.4% | $9,015-99.1% | $91-15.3% |