Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
BONADIO & CO., LLP10+ years Service code 10 · EIN 16-1131146 | Accounting | $17,765 |
O'SULLIVAN ASSOCIATES9 years Service code 11 · EIN 22-1837827 | Actuarial | $9,098 |
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 | $0 | $141,811-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 15.2%-15.2pp | - |
| Annual return | 155.77% | 62.91%+92.9pp | 9.03%+146.7pp | - |
| Employer contribution / active EE | $0 | $11,227-100.0% | $26,284-100.0% | - |
| Participant deferral / active EE | $0 | $0 | $1-100.0% | - |
| Admin fee / account holder | $0 | $0 | $940-100.0% | - |