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| Provider | Service type | Compensation |
|---|---|---|
HEALTHSCOPE BENEFITS1+ years Service code 13 · EIN 71-0847266 | Contract Administrator | $94,507 |
THE BOGDAHN GROUP1+ years Service code 27 · EIN 59-3676225 | Advisory (Plan) | $55,000 |
ARNOLD & KADJAN1+ years Filed as: ARNOLD AND KADJAN Service code 29 · EIN 36-2498571 | Legal | $49,467 |
ULLICO1+ years Service code 27 · EIN 52-6435649 | Advisory (Plan) | $34,597 |
LEGACY PROFESSIONALS LLP1+ years Service code 10 · EIN 32-0043599 | Accounting | $16,982 |
RICHARD J. WOLF & COMPANY1+ years Filed as: RICHARD J WOLF & COMPANY INC. Service code 10 · EIN 36-3182363 | Accounting | $7,939 |
Service code 28 · EIN 31-1051736 | Investment Management | $6,745 |
T R PAUL INC.1+ years Filed as: PAUL NYSEWANDER Service code 20 · EIN 35-6267233 | Trustee (individual) | $5,261 |
RICHARD J. WOLF & COMPANY1+ years Filed as: RICHARD KINGERY Service code 20 · EIN 35-6267233 | Trustee (individual) | $5,201 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,457 | $71,802-46.4% | $133,975-71.3% | $57,658-33.3% |
| Participation rate | 100.0% | 85.5%+14.5pp | 87.1%+12.9pp | 70.2%+29.8pp |
| Annual return | 7.99% | 13.51%-5.5pp | 29.29%-21.3pp | 5.13%+2.9pp |
| Employer contribution / active EE | $6,240 | $3,161+97.4% | $5,211+19.7% | $1,974+216.2% |
| Participant deferral / active EE | $0 | $4,606-100.0% | $6,282-100.0% | $3,061-100.0% |
| Admin fee / account holder | $128 | $88+46.1% | $9,324-98.6% | $95+35.5% |