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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 14 · EIN 01-0233346 200 BERKELEY STREET · BOSTON, MA 02116 | Plan Administrator | $52,676 |
MARINER LLC1 year Filed as: MARINER INSTITUTIONAL Service code 27 · EIN 59-3676225 5310 W MORSE BLVD STE 200 · WINTER PARK, FL 32789 | Advisory (Plan) | $49,000 |
HEALTHSCOPE BENEFITS3 years Filed as: HEALTHSCOPE BENEFITS, LLC Service code 14 · EIN 71-0847266 PO BOX 68994 · INDIANAPOLIS, IN 46268 | Plan Administrator | $31,377 |
Service code 10 · EIN 20-5520612 450 EAST 96TH ST, STE 200 · INDIANAPOLIS, IN 46240 | Accounting | $27,050 |
ASCENSUS LLC2 years Filed as: LEDBETTER PARTNERS, LLC Service code 29 · EIN 03-0599899 429 N PENNSYLVANIA ST · INDIANAPOLIS, IN 46204 | Legal | $19,324 |
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 | $125,073 | $130,224-4.0% | $197,124-36.6% | $79,634+57.1% |
| Participation rate | 100.0% | 87.8%+12.2pp | 86.7%+13.3pp | 62.5%+37.5pp |
| Annual return | 6.91% | 23.65%-16.7pp | 44.34%-37.4pp | 36.46%-29.6pp |
| Employer contribution / active EE | $12,522 | $4,314+190.2% | $6,227+101.1% | $2,529+395.1% |
| Participant deferral / active EE | $0 | $7,378-100.0% | $9,135-100.0% | $3,835-100.0% |
| Admin fee / account holder | $293 | $254+15.3% | $16,298-98.2% | $1,002-70.7% |