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| Provider | Service type | Compensation |
|---|---|---|
BONADIO & CO., LLP6+ years Service code 10 · EIN 16-1131146 | Accounting | $13,350 |
O'SULLIVAN ASSOCIATES5 years Service code 11 · EIN 22-1837827 | Actuarial | $9,688 |
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 | $514,344-100.0% | $201,582-100.0% | - |
| Participation rate | 0.0% | 33.3%-33.3pp | 23.6%-23.6pp | - |
| Annual return | 102.82% | 59.12%+43.7pp | 11.08%+91.7pp | - |
| Employer contribution / active EE | $0 | $15,022-100.0% | $28,418-100.0% | - |
| Participant deferral / active EE | $0 | $160-100.0% | $86-100.0% | - |
| Admin fee / account holder | $0 | $0 | $6,559-100.0% | - |