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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 45-5291215 | Advisory (Plan) | $25,000 |
HEALTHSCOPE BENEFITS2+ years Filed as: HEALTHSCOPE BENEFITS, INC Service code 14 · EIN 71-0847266 | Plan Administrator | $14,692 |
WHITINGER & COMPANY LLC2+ years Filed as: WHITINGER & COMPANY, LLC Service code 10 · EIN 35-0905017 | Accounting | $13,100 |
PNC BANK, N.A.2+ years Filed as: PNC BANK Service code 19 · EIN 25-1211909 | Securities Custodian | $7,266 |
OPPENHEIMER2+ years Filed as: PNC OPPENHEIMER INVESTMENT MANAGEME Service code 24 200 PARK AVENUE, 24TH FLOOR · NEW YORK, NY 10166 | Discretionary Trustee | $6,515 |
Filed as: FILLENWARTH, DENNERLINE, GROTH & TO Service code 29 · EIN 35-1091323 | Legal | $5,196 |
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 | $47,609 | $52,884-10.0% | $84,753-43.8% | $55,167-13.7% |
| Participation rate | 100.0% | 67.5%+32.5pp | 76.6%+23.4pp | 69.0%+31.0pp |
| Annual return | 7.07% | 18.03%-11.0pp | 22.78%-15.7pp | 169.23%-162.2pp |
| Employer contribution / active EE | $3,396 | $2,233+52.0% | $3,574-5.0% | $1,963+73.0% |
| Participant deferral / active EE | $0 | $2,644-100.0% | $3,712-100.0% | $3,054-100.0% |
| Admin fee / account holder | $312 | $581-46.2% | $5,333-94.1% | $504-38.0% |