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| Provider | Service type | Compensation |
|---|---|---|
O'SULLIVAN ASSOCIATES10+ years Filed as: O'SULLIVAN ASSOCIATES, INC. Service code 11 · EIN 22-1837827 | Actuarial | $31,400 |
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 | $358,721-100.0% | $319,563-100.0% | $330,599-100.0% |
| Participation rate | 0.0% | 53.8%-53.8pp | 41.2%-41.2pp | 43.7%-43.7pp |
| Annual return | 190.45% | 6.80%+183.6pp | 7.24%+183.2pp | 13.05%+177.4pp |
| Employer contribution / active EE | $0 | $35,435-100.0% | $33,207-100.0% | $37,664-100.0% |
| Participant deferral / active EE | $0 | $51-100.0% | $48-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $196-100.0% | $196-100.0% | $31,365-100.0% |