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| Provider | Service type | Compensation |
|---|---|---|
Filed as: STRATEGIC CAPITAL INVESTMENT ADV. Service code 27 · EIN 36-4268991 | Advisory (Plan) | $25,000 |
O'SULLIVAN ASSOCIATES2+ years Filed as: O'SULLIVAN ASSOCIATES INC. Service code 11 · EIN 20-8199367 | Actuarial | $24,500 |
COMERICA BANK2+ years Filed as: COMERICA Service code 19 · EIN 42-1741646 | Securities Custodian | $9,886 |
LEGACY PROFESSIONALS LLP2+ years Service code 10 · EIN 32-0043599 | Accounting | $7,000 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $49,677-100.0% | $374,107-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 3.6%-3.6pp |
| Annual return | 6.82% | 5.80%+1.0pp | 4.74%+2.1pp | 11.88%-5.1pp |
| Employer contribution / active EE | $1,856 | $15,506-88.0% | $36,089-94.9% | $14,612-87.3% |
| Participant deferral / active EE | $0 | $206-100.0% | $59-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $10,677-100.0% | $637-100.0% |