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| Provider | Service type | Compensation |
|---|---|---|
BONADIO & CO., LLP8+ years Service code 10 · EIN 16-1131146 | Accounting | $15,500 |
O'SULLIVAN ASSOCIATES7 years Service code 11 · EIN 22-1837827 | Actuarial | $10,348 |
BLITMAN & KING8+ years Filed as: BLITMAN & KING LLP Service code 29 · EIN 16-1047304 | Legal | $5,314 |
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 | $151,373-100.0% | $473,625-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 37.3%-37.3pp | - |
| Annual return | 93.38% | 93.58%-0.2pp | 20.18%+73.2pp | - |
| Employer contribution / active EE | $0 | $22,052-100.0% | $29,108-100.0% | - |
| Participant deferral / active EE | $0 | $0 | $6-100.0% | - |
| Admin fee / account holder | $0 | $3,060-100.0% | $2,262-100.0% | - |