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| Provider | Service type | Compensation |
|---|---|---|
UMR1 year Service code 13 · EIN 39-1995276 | Contract Administrator | $83,341 |
HEALTHSCOPE BENEFITS8+ years Service code 13 · EIN 71-0847266 | Contract Administrator | $79,037 |
ANDCO CONSULTING7 years Service code 27 · EIN 59-3676225 | Advisory (Plan) | $68,500 |
ARNOLD & KADJAN8+ years Filed as: ARNOLD AND KADJAN Service code 29 · EIN 36-2498571 | Legal | $58,850 |
GARCIA HAMILTON & ASSOCIATES7 years Filed as: GARCIA HAMILTON & ASSOCIATES, L.P. Service code 28 · EIN 76-0589652 | Investment Management | $43,100 |
LEGACY PROFESSIONALS LLP8+ years Service code 10 · EIN 32-0043599 | Accounting | $19,070 |
Service code 28 · EIN 31-1051736 | Investment Management | $16,756 |
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 | $63,808 | $93,010-31.4% | $96,515-33.9% | $74,460-14.3% |
| Participation rate | 100.0% | 71.6%+28.4pp | 74.3%+25.7pp | 70.7%+29.3pp |
| Annual return | 5.51% | 37.50%-32.0pp | 35.73%-30.2pp | 34.38%-28.9pp |
| Employer contribution / active EE | $9,829 | $3,427+186.8% | $3,740+162.8% | $2,638+272.6% |
| Participant deferral / active EE | $0 | $3,971-100.0% | $4,880-100.0% | $4,530-100.0% |
| Admin fee / account holder | $176 | $633-72.2% | $6,735-97.4% | $348-49.3% |