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| Provider | Service type | Compensation |
|---|---|---|
HEALTHSCOPE BENEFITS4 years Service code 13 · EIN 71-0847266 | Contract Administrator | $40,932 |
ASCENSUS LLC4 years Filed as: LEDBETTER PARISI LLC Service code 29 · EIN 03-0599899 | Legal | $17,876 |
WELLS FARGO BANK, N.A.4 years Filed as: WELLS FARGO ADVISORS Service code 15 1 N. JEFFERSON AVE. · ST. LOUIS, MO 63103 | Recordkeeping | $14,054 |
Service code 10 · EIN 31-0800053 | Accounting | $9,860 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,876 | $106,236-78.5% | $112,244-79.6% | $64,811-64.7% |
| Participation rate | 61.5% | 71.7%-10.2pp | 75.1%-13.6pp | 71.5%-10.0pp |
| Annual return | -15.06% | -6.02%-9.0pp | 27.46%-42.5pp | 32.83%-47.9pp |
| Employer contribution / active EE | $1,630 | $3,166-48.5% | $3,635-55.1% | $2,506-34.9% |
| Participant deferral / active EE | $0 | $3,785-100.0% | $4,728-100.0% | $4,310-100.0% |
| Admin fee / account holder | $203 | $452-55.1% | $6,411-96.8% | $188+8.0% |