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| Provider | Service type | Compensation |
|---|---|---|
HEALTHSCOPE BENEFITS1+ years Filed as: HEALTHSCOPE BENEFITS, INC. Service code 13 · EIN 71-0847266 PO BOX 50440 · INDIANAPOLIS, IN 46250 | Contract Administrator | $129,110 |
DIMEO SCHNEIDER & ASSOCIATES LLC1+ years Filed as: DIMEO SCHNEIDER & ASSOCIATES Service code 27 · EIN 36-4001764 500 W. MADISON, SUITE 1700 · CHICAGO, IL 60661 | Advisory (Plan) | $75,300 |
ARNOLD & KADJAN1+ years Filed as: ARNOLD AND KADJAN Service code 29 · EIN 36-2498571 203 NORTH LASALLE ST, STE 1650 · CHICAGO, IL 60601 | Legal | $71,819 |
INTECH INVESTMENT MANAGEMENT LLC1+ years Filed as: INTECH INVESTMENT MANAGEMENT Service code 28 · EIN 01-0614895 525 OKEECHOBEE BLVD, SUITE 1800 · WEST PALM BEACH, FL 33401 | Investment Management | $48,508 |
K.B. PARRISH & CO. LLP1+ years Filed as: K.B. PARRISH & COMPANY, LLP Service code 10 · EIN 35-0905983 6840 EAGLE HIGHLANDS WAY · INDIANAPOLIS, IN 46254 | Accounting | $19,786 |
RICHARD J. WOLF & COMPANY1+ years Filed as: RICHARD J. WOLF AND COMPANY, INC. Service code 10 · EIN 36-3182363 P.O. BOX 591 · PALOS PARK, IL 60464 | Accounting | $16,851 |
AMALGAMATED BANK1+ years Service code 51 · EIN 13-4920330 275 7TH AVENUE · NEW YORK, NY 10001 | Investment Mgmt Fees | $10,000 |
COMERICA BANK1+ years Service code 19 · EIN 42-1741646 411 W. LAFAYETTE AVE. · DETROIT, MI 48226 | Securities Custodian | $8,500 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,731 | $75,760-39.6% | $123,105-62.9% | $59,188-22.7% |
| Participation rate | 100.0% | 86.0%+14.0pp | 86.8%+13.2pp | 69.4%+30.6pp |
| Annual return | -3.13% | 2.93%-6.1pp | 13.22%-16.3pp | 5.51%-8.6pp |
| Employer contribution / active EE | $8,246 | $3,415+141.4% | $5,151+60.1% | $2,098+293.1% |
| Participant deferral / active EE | $0 | $5,000-100.0% | $6,229-100.0% | $3,265-100.0% |
| Admin fee / account holder | $99 | $61+62.3% | $9,014-98.9% | $92+6.9% |