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| Provider | Service type | Compensation |
|---|---|---|
HEALTHSCOPE BENEFITS2+ years Service code 13 · EIN 71-0847266 | Contract Administrator | $95,634 |
ARNOLD & KADJAN2+ years Filed as: ARNOLD AND KADJAN Service code 29 · EIN 36-2498571 | Legal | $60,438 |
ANDCO CONSULTING1 year Service code 27 · EIN 59-3676225 | Advisory (Plan) | $55,000 |
Filed as: GARCIA HAMILTON & ASSOCIATES, L.P. Service code 28 · EIN 76-0589652 | Investment Management | $43,729 |
LEGACY PROFESSIONALS LLP2+ years Service code 10 · EIN 32-0043599 | Accounting | $17,597 |
Service code 28 · EIN 31-1051736 | Investment Management | $10,924 |
RICHARD J. WOLF & COMPANY2+ years Filed as: RICHARD J WOLF & COMPANY INC. Service code 10 · EIN 36-3182363 | Accounting | $7,486 |
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 | $38,808 | $89,274-56.5% | $149,721-74.1% | $77,958-50.2% |
| Participation rate | 100.0% | 87.6%+12.4pp | 87.1%+12.9pp | 71.6%+28.4pp |
| Annual return | 8.48% | 20.36%-11.9pp | 1501.67%-1493.2pp | 20.87%-12.4pp |
| Employer contribution / active EE | $4,946 | $3,727+32.7% | $5,444-9.1% | $2,310+114.1% |
| Participant deferral / active EE | $0 | $5,382-100.0% | $6,568-100.0% | $3,537-100.0% |
| Admin fee / account holder | $120 | $240-49.8% | $11,282-98.9% | $97+23.6% |