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| Provider | Service type | Compensation |
|---|---|---|
HEALTHSCOPE BENEFITS4+ years Service code 13 · EIN 71-0847266 | Contract Administrator | $117,731 |
ANDCO CONSULTING3 years Service code 27 · EIN 59-3676225 | Advisory (Plan) | $58,750 |
GARCIA HAMILTON & ASSOCIATES3 years Filed as: GARCIA HAMILTON & ASSOCIATES, L.P. Service code 28 · EIN 76-0589652 | Investment Management | $44,352 |
ARNOLD & KADJAN4+ years Filed as: ARNOLD AND KADJAN Service code 29 · EIN 36-2498571 | Legal | $41,531 |
LEGACY PROFESSIONALS LLP4+ years Service code 10 · EIN 32-0043599 | Accounting | $17,650 |
Service code 28 · EIN 31-1051736 | Investment Management | $14,205 |
RICHARD J. WOLF & COMPANY4+ years Filed as: RICHARD J WOLF & COMPANY INC. Service code 10 · EIN 36-3182363 | Accounting | $7,888 |
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 | $44,784 | $95,776-53.2% | $162,177-72.4% | $77,775-42.4% |
| Participation rate | 100.0% | 88.6%+11.4pp | 87.6%+12.4pp | 73.2%+26.8pp |
| Annual return | 4.98% | 37.03%-32.0pp | 115.60%-110.6pp | 32.58%-27.6pp |
| Employer contribution / active EE | $5,099 | $3,874+31.6% | $5,613-9.2% | $2,504+103.6% |
| Participant deferral / active EE | $0 | $6,125-100.0% | $7,297-100.0% | $3,966-100.0% |
| Admin fee / account holder | $122 | $88+39.5% | $10,843-98.9% | $100+22.2% |