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| Provider | Service type | Compensation |
|---|---|---|
PROCOURSE FIDUCIARY ADVISORS, LLC10+ years Service code 27 · EIN 45-5291215 | Advisory (Plan) | $25,000 |
WHITINGER & COMPANY LLC10+ years Filed as: WHITINGER & COMPANY, LLC Service code 10 · EIN 35-0905017 | Accounting | $17,500 |
HEALTHSCOPE BENEFITS10+ years Filed as: HEALTHSCOPE BENEFITS, INC Service code 14 · EIN 71-0847266 | Plan Administrator | $14,506 |
PNC BANK, N.A.10+ years Filed as: PNC BANK Service code 19 · EIN 25-1211909 | Securities Custodian | $12,039 |
ASCENSUS LLC1 year Filed as: LEDBETTER PARTNERS LLC Service code 29 · EIN 03-0599899 | Legal | $10,998 |
L.M. HENDERSON & COMPANY, LLP10+ years Filed as: LM HENDERSON & COMPANY, LLP Service code 10 450 E 96TH ST, STE 200 · INDIANAPOLIS, IN 46240 | Accounting | $8,850 |
ACRISURE10+ years Filed as: ACRISURE LLC DBA UNITED INSURANCE Service code 23 · EIN 26-3554645 | Insurance services | $8,143 |
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 | $45,776 | $82,979-44.8% | $102,412-55.3% | $77,736-41.1% |
| Participation rate | 100.0% | 71.5%+28.5pp | 74.5%+25.5pp | 70.6%+29.4pp |
| Annual return | 16.67% | 19.11%-2.4pp | 24.94%-8.3pp | 31.26%-14.6pp |
| Employer contribution / active EE | $4,012 | $3,554+12.9% | $3,870+3.7% | $2,728+47.1% |
| Participant deferral / active EE | $0 | $4,109-100.0% | $5,060-100.0% | $4,651-100.0% |
| Admin fee / account holder | $194 | $639-69.6% | $8,388-97.7% | $433-55.2% |