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| Provider | Service type | Compensation |
|---|---|---|
O'SULLIVAN ASSOCIATES3+ years Filed as: O'SULLIVAN ASSOCIATES INC. Service code 11 · EIN 20-8199367 | Actuarial | $25,400 |
Filed as: STRATEGIC CAPITAL INVESTMENT ADV. Service code 27 · EIN 36-4268991 | Advisory (Plan) | $25,000 |
JOHNSON & KROL, LLC3+ years Service code 29 · EIN 36-4342024 | Legal | $14,532 |
COMERICA BANK3+ years Filed as: COMERICA Service code 19 · EIN 42-1741646 | Securities Custodian | $9,704 |
LEGACY PROFESSIONALS LLP3+ 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 | $76,391-100.0% | $411,917-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 3.4%-3.4pp | 16.2%-16.2pp | 4.5%-4.5pp |
| Annual return | 12.91% | 12.23%+0.7pp | 10.36%+2.5pp | 13.95%-1.0pp |
| Employer contribution / active EE | $2,087 | $18,059-88.4% | $37,738-94.5% | $16,598-87.4% |
| Participant deferral / active EE | $0 | $317-100.0% | $137-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $2-100.0% | $15,661-100.0% | $612-100.0% |