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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 52-1590516 | Contract Administrator | $47,424 |
O'SULLIVAN ASSOCIATES3+ years Filed as: O'SULLIVAN ASSOCIATES, INC. Service code 11 · EIN 22-1837827 | Actuarial | $16,660 |
ENNIS HARGADON, LLC3+ years Service code 10 · EIN 47-1121653 | Accounting | $16,000 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $451,207-100.0% | $451,207-100.0% | $248,183-100.0% |
| Participation rate | 0.0% | 50.0%-50.0pp | 35.0%-35.0pp | 45.9%-45.9pp |
| Annual return | -20.72% | 8.63%-29.3pp | 8.77%-29.5pp | 10.21%-30.9pp |
| Employer contribution / active EE | $0 | $39,478-100.0% | $36,356-100.0% | $42,272-100.0% |
| Participant deferral / active EE | $0 | $73-100.0% | $68-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $3,635-100.0% | $3,635-100.0% | $13,518-100.0% |