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| Provider | Service type | Compensation |
|---|---|---|
BONADIO & CO., LLP4+ years Service code 10 · EIN 16-1131146 | Accounting | $12,600 |
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 | $289,682-100.0% | $568,132-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | - |
| Annual return | 50.02% | 43.80%+6.2pp | 14.64%+35.4pp | - |
| Employer contribution / active EE | $0 | $11,594-100.0% | $41,831-100.0% | - |
| Participant deferral / active EE | $0 | $2,039-100.0% | $200-100.0% | - |
| Admin fee / account holder | $0 | $16,563-100.0% | $36,942-100.0% | - |