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| Provider | Service type | Compensation |
|---|---|---|
O'SULLIVAN ASSOCIATES2 years Service code 11 · EIN 22-1837827 | Actuarial | $12,525 |
BONADIO & CO., LLP3+ years Service code 10 · EIN 16-1131146 | Accounting | $12,400 |
BLITMAN & KING3+ years Filed as: BLITMAN & KING LLP Service code 29 · EIN 16-1047304 | Legal | $11,536 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $0 | $360,335-100.0% | $379,314-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 17.4%-17.4pp | - |
| Annual return | 224.60% | 25.06%+199.5pp | -2.18%+226.8pp | - |
| Employer contribution / active EE | $0 | $22,783-100.0% | $38,751-100.0% | - |
| Participant deferral / active EE | $0 | $0 | $151-100.0% | - |
| Admin fee / account holder | $0 | $10,090-100.0% | $4,180-100.0% | - |