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| Provider | Service type | Compensation |
|---|---|---|
O'SULLIVAN ASSOCIATES11+ years Filed as: O'SULLIVAN ASSOCIATES, INC. Service code 11 · EIN 22-1837827 | Actuarial | $33,200 |
MSPC8 years Service code 10 · EIN 22-2951202 | Accounting | $10,000 |
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 | $118,035-100.0% | $118,035-100.0% | $418,949-100.0% |
| Participation rate | 0.0% | 50.0%-50.0pp | 33.3%-33.3pp | 35.7%-35.7pp |
| Annual return | 146.49% | 5.94%+140.6pp | 6.20%+140.3pp | 15.19%+131.3pp |
| Employer contribution / active EE | $0 | $32,107-100.0% | $30,079-100.0% | $34,877-100.0% |
| Participant deferral / active EE | $0 | $49-100.0% | $46-100.0% | $86-100.0% |
| Admin fee / account holder | $0 | $3,644-100.0% | $3,644-100.0% | $50,584-100.0% |