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| Provider | Service type | Compensation |
|---|---|---|
HEALTHSCOPE BENEFITS9+ years Service code 13 · EIN 71-0847266 | Contract Administrator | $93,827 |
MARINER LLC1 year Filed as: MARINER INSTITUTIONAL, LLC Service code 16 · EIN 59-3676225 | Consulting | $48,000 |
Filed as: OSBORN, CARRIERO & ASSOCIATES Service code 11 · EIN 71-0631123 | Actuarial | $21,000 |
ASCENSUS LLC2 years Filed as: LEDBETTER PARTNERS LLC Service code 29 · EIN 03-0599899 | Legal | $20,445 |
Filed as: L.M. HENDERSON & COMPANY LLP Service code 10 · EIN 20-5520612 | Accounting | $15,300 |
ARNOLD & KADJAN1 year Filed as: ARNOLD AND KADJAN, LLP Service code 29 · EIN 36-2498571 | Legal | $7,883 |
RICHARD J. WOLF & COMPANY8 years Service code 10 · EIN 36-3182363 | Accounting | $5,102 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $288,243-100.0% | $224,876-100.0% | $288,243-100.0% |
| Participation rate | 0.0% | 49.2%-49.2pp | 60.0%-60.0pp | 49.2%-49.2pp |
| Annual return | 17.53% | 10.96%+6.6pp | 199.78%-182.3pp | 10.96%+6.6pp |
| Employer contribution / active EE | $4,575 | $7,650-40.2% | $12,420-63.2% | $7,650-40.2% |
| Participant deferral / active EE | $0 | $6,708-100.0% | $2,784-100.0% | $6,708-100.0% |
| Admin fee / account holder | $0 | $111-100.0% | $472-100.0% | $111-100.0% |