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| Provider | Service type | Compensation |
|---|---|---|
HEALTHSCOPE BENEFITS2+ years Filed as: HEALTHSCOPE BENEFITS, INC. Service code 13 · EIN 71-0847266 PO BOX 50440 · INDIANAPOLIS, IN 46250 | Contract Administrator | $131,939 |
ARNOLD & KADJAN2+ years Filed as: ARNOLD AND KADJAN Service code 29 · EIN 36-2498571 203 NORTH LASALLE ST, STE 1650 · CHICAGO, IL 60601 | Legal | $104,265 |
DIMEO SCHNEIDER & ASSOCIATES LLC2+ years Filed as: DIMEO SCHNEIDER & ASSOCIATES Service code 27 · EIN 36-4001764 500 W. MADISON, SUITE 1700 · CHICAGO, IL 60661 | Advisory (Plan) | $85,300 |
INTECH INVESTMENT MANAGEMENT LLC2+ years Filed as: INTECH INVESTMENT MANAGEMENT Service code 28 · EIN 01-0614895 525 OKEECHOBEE BLVD, SUITE 1800 · WEST PALM BEACH, FL 33401 | Investment Management | $50,440 |
RICHARD J. WOLF & COMPANY2+ years Filed as: RICHARD J. WOLF AND COMPANY, INC. Service code 10 · EIN 36-3182363 P.O. BOX 591 · PALOS PARK, IL 60464 | Accounting | $22,330 |
K.B. PARRISH & CO. LLP2+ years Filed as: K.B. PARRISH & COMPANY, LLP Service code 10 · EIN 35-0905983 6840 EAGLE HIGHLANDS WAY · INDIANAPOLIS, IN 46254 | Accounting | $15,308 |
AMALGAMATED BANK2+ years Service code 19 · EIN 13-4920330 275 7TH AVENUE · NEW YORK, NY 10001 | Securities Custodian | $10,007 |
COMERICA BANK2+ years Service code 19 · EIN 42-1741646 411 W. LAFAYETTE AVE. · DETROIT, MI 48226 | Securities Custodian | $8,585 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,326 | $80,354-38.6% | $133,975-63.2% | $63,975-22.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 87.1%+12.9pp | 71.1%+28.9pp |
| Annual return | 8.13% | 13.11%-5.0pp | 29.29%-21.2pp | 48.65%-40.5pp |
| Employer contribution / active EE | $8,761 | $3,503+150.1% | $5,211+68.1% | $2,182+301.6% |
| Participant deferral / active EE | $0 | $5,239-100.0% | $6,282-100.0% | $3,356-100.0% |
| Admin fee / account holder | $110 | $69+59.0% | $9,324-98.8% | $70+56.4% |