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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 45-5291215 | Advisory (Plan) | $25,000 |
HEALTHSCOPE BENEFITS1+ years Filed as: HEALTHSCOPE BENEFITS, INC Service code 14 · EIN 71-0847266 | Plan Administrator | $17,555 |
WHITINGER & COMPANY LLC1+ years Filed as: WHITINGER & COMPANY, LLC Service code 10 · EIN 35-0905017 | Accounting | $13,100 |
PNC BANK, N.A.1+ years Filed as: PNC BANK Service code 19 · EIN 25-1211909 | Securities Custodian | $7,960 |
Filed as: FILLENWARTH, DENNERLINE, GROTH & TO Service code 29 · EIN 35-1091323 | Legal | $7,862 |
OPPENHEIMER1+ years Filed as: PNC OPPENHEIMER INVESTMENT MANAGEME Service code 24 200 PARK AVENUE, 24TH FLOOR · NEW YORK, NY 10166 | Discretionary Trustee | $6,300 |
L.M. HENDERSON & COMPANY, LLP1+ years Filed as: LM HENDERSON & COMPANY, LLP Service code 10 450 E 96TH ST, STE 200 · INDIANAPOLIS, IN 46240 | Accounting | $5,950 |
ACRISURE1+ years Filed as: ACRISURE LLC DBA UNITED INSURANCE Service code 23 · EIN 26-3554645 | Insurance services | $5,687 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,641 | $50,464-9.6% | $75,784-39.8% | $52,331-12.8% |
| Participation rate | 100.0% | 66.8%+33.2pp | 75.8%+24.2pp | 68.1%+31.9pp |
| Annual return | -1.64% | 1.03%-2.7pp | 9.68%-11.3pp | 4.54%-6.2pp |
| Employer contribution / active EE | $4,034 | $1,988+102.9% | $3,323+21.4% | $1,882+114.4% |
| Participant deferral / active EE | $0 | $2,570-100.0% | $3,652-100.0% | $3,022-100.0% |
| Admin fee / account holder | $374 | $1,103-66.1% | $5,300-92.9% | $592-36.8% |