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| Provider | Service type | Compensation |
|---|---|---|
Filed as: J.P. MORGAN INVESTMENT MGMT, INC. Service code 27 · EIN 13-3200244 | Advisory (Plan) | $824,231 |
HEALTHSCOPE BENEFITS3+ years Filed as: HEALTHSCOPE BENEFITS, INC. Service code 13 · EIN 71-0847266 | Contract Administrator | $131,949 |
ARNOLD & KADJAN3+ years Filed as: ARNOLD AND KADJAN Service code 29 · EIN 36-2498571 | Legal | $86,673 |
Filed as: RICHARD J. WOLF & COMPANY, INC. Service code 10 · EIN 36-3182363 | Accounting | $21,125 |
K.B. PARRISH & CO. LLP3+ years Filed as: K.B. PARRISH & COMPANY, LLP Service code 10 · EIN 35-0905983 | Accounting | $19,800 |
DIMEO SCHNEIDER & ASSOCIATES LLC3+ years Filed as: DIMEO SCHNEIDER & ASSOCIATES Service code 27 · EIN 36-4001764 | Advisory (Plan) | $16,710 |
INTECH INVESTMENT MANAGEMENT LLC3+ years Filed as: INTECH INVESTMENT MANAGEMENT Service code 28 · EIN 01-0614895 | Investment Management | $13,184 |
Service code 27 · EIN 35-1859469 | Advisory (Plan) | $10,000 |
COMERICA BANK3+ years Service code 19 · EIN 42-1741646 | Securities Custodian | $8,500 |
MCM CPAS & ADVISORS LLP1 year Service code 10 · EIN 27-1235638 | Accounting | $5,600 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,668 | $89,274-37.6% | $149,721-62.8% | $77,958-28.6% |
| Participation rate | 100.0% | 87.6%+12.4pp | 87.1%+12.9pp | 71.6%+28.4pp |
| Annual return | 13.46% | 20.36%-6.9pp | 1501.67%-1488.2pp | 20.87%-7.4pp |
| Employer contribution / active EE | $9,319 | $3,727+150.1% | $5,444+71.2% | $2,310+303.4% |
| Participant deferral / active EE | $0 | $5,382-100.0% | $6,568-100.0% | $3,537-100.0% |
| Admin fee / account holder | $272 | $240+13.6% | $11,282-97.6% | $97+179.8% |