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 |
|---|---|---|
O'SULLIVAN ASSOCIATES8+ years Filed as: O'SULLIVAN ASSOCIATES, INC. Service code 11 · EIN 22-1837827 | Actuarial | $35,700 |
MSPC5 years Service code 10 · EIN 22-2951202 | Accounting | $16,000 |
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 | $252,073-100.0% | $218,366-100.0% | $350,051-100.0% |
| Participation rate | 0.0% | 62.5%-62.5pp | 40.0%-40.0pp | 44.5%-44.5pp |
| Annual return | 201.95% | -8.69%+210.6pp | -9.12%+211.1pp | -14.65%+216.6pp |
| Employer contribution / active EE | $0 | $39,282-100.0% | $36,696-100.0% | $46,321-100.0% |
| Participant deferral / active EE | $0 | $76-100.0% | $72-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $4,699-100.0% | $3,602-100.0% | $14,582-100.0% |