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| Provider | Service type | Compensation |
|---|---|---|
Service code 16 | Consulting | $26,349 |
Service code 22 · EIN 47-1411118 | Insurance Broker | $0 |
TRUOG-RYDING COMPANY, INC.2 years Filed as: TRUOG-RYDING COMPANY INC Service code 16 · EIN 95-3497679 | Consulting | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,368 | $65,428+9.1% | $169,390-57.9% | $71,511-0.2% |
| Participation rate | 100.0% | 66.9%+33.1pp | 77.2%+22.8pp | 67.9%+32.1pp |
| Annual return | 10.76% | 21.35%-10.6pp | 406.07%-395.3pp | 28.86%-18.1pp |
| Employer contribution / active EE | $1,224 | $2,064-40.7% | $4,013-69.5% | $2,589-52.7% |
| Participant deferral / active EE | $5,033 | $4,360+15.4% | $6,222-19.1% | $4,291+17.3% |
| Admin fee / account holder | $10 | $1,328-99.2% | $9,015-99.9% | $1,588-99.3% |