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| Provider | Service type | Compensation |
|---|---|---|
HEALTHSCOPE BENEFITS5+ years Service code 13 · EIN 71-0847266 | Contract Administrator | $130,210 |
ARNOLD & KADJAN5+ years Filed as: ARNOLD AND KADJAN Service code 29 · EIN 36-2498571 | Legal | $77,188 |
ANDCO CONSULTING4 years Service code 27 · EIN 59-3676225 | Advisory (Plan) | $62,250 |
GARCIA HAMILTON & ASSOCIATES4 years Filed as: GARCIA HAMILTON & ASSOCIATES, L.P. Service code 28 · EIN 76-0589652 | Investment Management | $46,837 |
LEGACY PROFESSIONALS LLP5+ years Service code 10 · EIN 32-0043599 | Accounting | $16,900 |
Service code 28 · EIN 31-1051736 | Investment Management | $16,007 |
RICHARD J. WOLF & COMPANY5+ years Filed as: RICHARD J WOLF & COMPANY INC. Service code 10 · EIN 36-3182363 | Accounting | $7,522 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,795 | $81,719-32.9% | $101,271-45.9% | $90,274-39.3% |
| Participation rate | 100.0% | 80.7%+19.3pp | 75.8%+24.2pp | 73.4%+26.6pp |
| Annual return | 8.90% | 337.64%-328.7pp | 46.48%-37.6pp | 53.97%-45.1pp |
| Employer contribution / active EE | $5,795 | $3,622+60.0% | $3,660+58.3% | $2,523+129.7% |
| Participant deferral / active EE | $0 | $3,310-100.0% | $4,371-100.0% | $4,231-100.0% |
| Admin fee / account holder | $163 | $162+0.5% | $5,948-97.3% | $114+42.6% |