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| Provider | Service type | Compensation |
|---|---|---|
O'SULLIVAN ASSOCIATES4 years Service code 11 · EIN 22-1837827 | Actuarial | $14,940 |
BONADIO & CO., LLP5+ years Service code 10 · EIN 16-1131146 | Accounting | $12,900 |
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 | $1,185,213-100.0% | $162,072-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 33.1%-33.1pp | - |
| Annual return | 104.33% | 42.38%+62.0pp | 8.01%+96.3pp | - |
| Employer contribution / active EE | $0 | $19,943-100.0% | $29,476-100.0% | - |
| Participant deferral / active EE | $0 | $669-100.0% | $735-100.0% | - |
| Admin fee / account holder | $0 | $2,937-100.0% | $630-100.0% | - |