Filed August 4, 2021 (most recent of 3 filings on file)
Total covered: 7 employees
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| Provider | Service type | Compensation |
|---|---|---|
TRUOG-RYDING COMPANY, INC.2 years Filed as: TRUOG RYDING COMPANY Service code 16 · EIN 95-3497679 | Consulting | $19,238 |
NFP RETIREMENT INC3 years Filed as: NFP RETIREMENT, INC. Service code 16 · EIN 33-0905143 | Consulting | $15,379 |
Filed as: AMERICAN UNITED LIFE INSURANCE CO. Service code 15 · EIN 35-0145825 | Recordkeeping | $2,000 |
Service code 66 | Insurance mortality and expense charg... | $0 |
Annual investment return 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,695 | $52,293-81.5% | $178,499-94.6% | $73,412-86.8% |
| Participation rate | 75.9% | 65.3%+10.6pp | 81.9%-6.0pp | 72.2%+3.7pp |
| Annual return | 2.65% | 34.75%-32.1pp | 151.10%-148.5pp | 59.30%-56.6pp |
| Employer contribution / active EE | $0 | $1,735-100.0% | $5,011-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $0 | $2,332-100.0% | $5,202-100.0% | $3,806-100.0% |
| Admin fee / account holder | $33 | $127-74.5% | $13,986-99.8% | $158-79.4% |