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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 45-5291215 | Advisory (Plan) | $25,000 |
HEALTHSCOPE BENEFITS3+ years Filed as: HEALTHSCOPE BENEFITS, INC Service code 14 · EIN 71-0847266 | Plan Administrator | $16,078 |
WHITINGER & COMPANY LLC3+ years Filed as: WHITINGER & COMPANY, LLC Service code 10 · EIN 35-0905017 | Accounting | $13,600 |
L.M. HENDERSON & COMPANY, LLP3+ years Filed as: LM HENDERSON & COMPANY, LLP Service code 10 450 E 96TH ST, STE 200 · INDIANAPOLIS, IN 46240 | Accounting | $9,450 |
PNC BANK, N.A.3+ years Filed as: PNC BANK Service code 19 · EIN 25-1211909 | Securities Custodian | $9,148 |
OPPENHEIMER3+ years Filed as: PNC OPPENHEIMER INVESTMENT MANAGEME Service code 24 200 PARK AVENUE, 24TH FLOOR · NEW YORK, NY 10166 | Discretionary Trustee | $6,615 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $51,292 | $58,726-12.7% | $92,240-44.4% | $62,293-17.7% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 12.46% | 43.62%-31.2pp | 176.29%-163.8pp | 28.90%-16.4pp |
| Employer contribution / active EE | $3,896 | $2,392+62.9% | $3,680+5.9% | $2,042+90.8% |
| Participant deferral / active EE | $0 | $2,766-100.0% | $3,897-100.0% | $3,169-100.0% |
| Admin fee / account holder | $313 | $556-43.8% | $5,194-94.0% | $479-34.7% |