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| Provider | Service type | Compensation |
|---|---|---|
BONADIO & CO., LLP7+ years Service code 10 · EIN 16-1131146 | Accounting | $13,780 |
O'SULLIVAN ASSOCIATES6 years Service code 11 · EIN 22-1837827 | Actuarial | $10,053 |
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 | $503,327-100.0% | $164,721-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | - |
| Annual return | 112.02% | 55.68%+56.3pp | -5.85%+117.9pp | - |
| Employer contribution / active EE | $0 | $21,727-100.0% | $31,839-100.0% | - |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | - |
| Admin fee / account holder | $0 | $311,717-100.0% | $1,000-100.0% | - |