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| Provider | Service type | Compensation |
|---|---|---|
HEALTHSCOPE BENEFITS3+ years Service code 13 · EIN 71-0847266 | Contract Administrator | $106,331 |
ANDCO CONSULTING2 years Service code 27 · EIN 59-3676225 | Advisory (Plan) | $55,000 |
ARNOLD & KADJAN3+ years Filed as: ARNOLD AND KADJAN Service code 29 · EIN 36-2498571 | Legal | $51,918 |
GARCIA HAMILTON & ASSOCIATES2 years Filed as: GARCIA HAMILTON & ASSOCIATES, L.P. Service code 28 · EIN 76-0589652 | Investment Management | $38,032 |
LEGACY PROFESSIONALS LLP3+ years Service code 10 · EIN 32-0043599 | Accounting | $17,374 |
Service code 28 · EIN 31-1051736 | Investment Management | $12,522 |
RICHARD J. WOLF & COMPANY3+ years Filed as: RICHARD J WOLF & COMPANY INC. Service code 10 · EIN 36-3182363 | Accounting | $5,506 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,649 | $82,546-52.0% | $140,019-71.7% | $75,289-47.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 72.4%+27.6pp |
| Annual return | 6.46% | -0.36%+6.8pp | 651.17%-644.7pp | -0.04%+6.5pp |
| Employer contribution / active EE | $5,255 | $3,856+36.3% | $5,605-6.3% | $2,405+118.5% |
| Participant deferral / active EE | $0 | $5,731-100.0% | $6,927-100.0% | $3,739-100.0% |
| Admin fee / account holder | $109 | $86+27.3% | $10,705-99.0% | $102+6.7% |