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| Provider | Service type | Compensation |
|---|---|---|
Filed as: STRATEGIC CAPITAL INVESTMENT ADV. Service code 27 · EIN 36-4268991 | Advisory (Plan) | $26,875 |
O'SULLIVAN ASSOCIATES4+ years Filed as: O'SULLIVAN ASSOCIATES INC. Service code 11 · EIN 20-8199367 | Actuarial | $25,200 |
COMERICA BANK4+ years Filed as: COMERICA Service code 19 · EIN 42-1741646 | Securities Custodian | $11,204 |
Filed as: COSTIN, HAMMEL & LEAKE, LLC Service code 10 · EIN 36-4198035 | Accounting | $7,625 |
LEGACY PROFESSIONALS LLP4+ years Service code 10 · EIN 32-0043599 | Accounting | $7,000 |
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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 | $159,028-100.0% | $379,314-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 2.9%-2.9pp | 17.4%-17.4pp | 14.6%-14.6pp |
| Annual return | -4.74% | -1.56%-3.2pp | -2.18%-2.6pp | 10.56%-15.3pp |
| Employer contribution / active EE | $3,232 | $15,244-78.8% | $38,751-91.7% | $13,643-76.3% |
| Participant deferral / active EE | $0 | $27-100.0% | $151-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $922-100.0% | $4,180-100.0% | $3,354-100.0% |