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| Provider | Service type | Compensation |
|---|---|---|
ANDCO CONSULTING2 years Filed as: ANDCO CONSULTING, LLC Service code 27 · EIN 59-3676225 5310 W MORSE BLVD STE 200 · WINTER PARK, FL 32789 | Advisory (Plan) | $48,000 |
Filed as: JOHN HANCOCK Service code 14 200 BERKELEY STREET · BOSTON, MA 02116 | Plan Administrator | $33,130 |
HEALTHSCOPE BENEFITS2 years Filed as: HEALTHSCOPE BENEFITS, LLC Service code 14 · EIN 71-0847266 7440 WOODLAND DRIVE · INDIANAPOLIS, IN 46278 | Plan Administrator | $31,274 |
Service code 10 · EIN 20-5520612 450 EAST 96TH ST, STE 200 · INDIANAPOLIS, IN 46240 | Accounting | $17,750 |
ASCENSUS LLC1 year Filed as: LEDBETTER PARTNERS, LLC Service code 29 · EIN 03-0599899 429 N PENNSYLVANIA ST · INDIANAPOLIS, IN 46204 | Legal | $15,713 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,750 | $129,227+7.4% | $184,256-24.7% | $77,762+78.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 70.6%+29.4pp |
| Annual return | -2.06% | 33.24%-35.3pp | 28.85%-30.9pp | 31.27%-33.3pp |
| Employer contribution / active EE | $47,055 | $4,412+966.4% | $6,427+632.1% | $2,728+1624.9% |
| Participant deferral / active EE | $0 | $7,307-100.0% | $9,133-100.0% | $4,651-100.0% |
| Admin fee / account holder | $287 | $256+12.4% | $13,899-97.9% | $433-33.6% |