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| Provider | Service type | Compensation |
|---|---|---|
ANDCO CONSULTING1 year Service code 27 · EIN 59-3676225 4901 VINELAND RD, STE 600 · ORLANDO, FL 32811 | Advisory (Plan) | $36,000 |
ASCENSUS LLC1 year Filed as: LEDBETTER PARISI LLC Service code 29 · EIN 03-0599899 9240 MARKETPLACE DRIVE · MIAMISBURG, OH 45342 | Legal | $21,980 |
BENESYS, INC.1 year Filed as: UNITED ACTUARIAL SERVICES Service code 11 · EIN 35-2156428 11590 N. MERIDIAN STE 610 · CARMEL, IN 46032 | Actuarial | $20,000 |
REA LOGAN & CO,, LLC1 year Filed as: REA LOGAN & CO, LLC Service code 10 · EIN 26-1194602 220 S. NORTON STREET · MARION, IN 46952 | Accounting | $9,185 |
HEALTHSCOPE BENEFITS1 year Filed as: HEALTHSCOPRE BENEFITS, INC. Service code 13 · EIN 71-0847266 8901 OTIS AVE. STE 200 · INDIANAPOLIS, IN 46216 | Contract Administrator | $6,862 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $90,052 | $89,739+0.3% | $149,716-39.9% | $62,293+44.6% |
| Participation rate | 100.0% | 85.1%+14.9pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 3.12% | 21.01%-17.9pp | 1501.67%-1498.5pp | 28.90%-25.8pp |
| Employer contribution / active EE | $9,682 | $3,233+199.5% | $5,444+77.8% | $2,042+374.1% |
| Participant deferral / active EE | $0 | $4,797-100.0% | $6,568-100.0% | $3,169-100.0% |
| Admin fee / account holder | $212 | $551-61.6% | $11,282-98.1% | $479-55.9% |