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| Provider | Service type | Compensation |
|---|---|---|
HEALTHSCOPE BENEFITS7+ years Service code 13 · EIN 71-0847266 | Contract Administrator | $150,983 |
ANDCO CONSULTING6 years Service code 27 · EIN 59-3676225 | Advisory (Plan) | $66,500 |
ARNOLD & KADJAN7+ years Filed as: ARNOLD AND KADJAN Service code 29 · EIN 36-2498571 | Legal | $60,177 |
GARCIA HAMILTON & ASSOCIATES6 years Filed as: GARCIA HAMILTON & ASSOCIATES, L.P. Service code 28 · EIN 76-0589652 | Investment Management | $58,873 |
LEGACY PROFESSIONALS LLP7+ years Service code 10 · EIN 32-0043599 | Accounting | $18,564 |
Service code 28 · EIN 31-1051736 | Investment Management | $17,972 |
RICHARD J. WOLF & COMPANY7+ years Filed as: RICHARD J WOLF & COMPANY INC. Service code 10 · EIN 36-3182363 | Accounting | $7,449 |
CLINT DICKEY1 year Service code 20 · EIN 35-6267233 | Trustee (individual) | $6,232 |
PATRICK MCCULLOUGH1 year Filed as: PATRICK ROWLES Service code 20 · EIN 35-6267233 | Trustee (individual) | $5,639 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,821 | $76,774-24.7% | $112,249-48.5% | $77,906-25.8% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.1%+24.9pp | 73.7%+26.3pp |
| Annual return | -13.16% | -10.25%-2.9pp | 27.48%-40.6pp | 12.16%-25.3pp |
| Employer contribution / active EE | $8,365 | $3,977+110.3% | $3,636+130.1% | $2,846+193.9% |
| Participant deferral / active EE | $0 | $3,778-100.0% | $4,729-100.0% | $4,805-100.0% |
| Admin fee / account holder | $168 | $239-29.5% | $6,412-97.4% | $133+27.0% |