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| Provider | Service type | Compensation |
|---|---|---|
ROMOLO & ASSOCIATES1+ years Service code 10 · EIN 37-1077733 | Accounting | $9,000 |
HEALTHSCOPE BENEFITS1+ years Filed as: HEALTHSCOPE BENEFITS, INC. Service code 13 · EIN 71-0847266 | Contract Administrator | $7,800 |
MINNESOTA LIFE INSURANCE COMPANY1+ years Service code 18 · EIN 41-0417830 | Custodial (other than securities); Di... | $5,950 |
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 | $0 | $52,884-100.0% | $84,753-100.0% | $55,167-100.0% |
| Participation rate | 0.0% | 67.5%-67.5pp | 76.6%-76.6pp | 69.0%-69.0pp |
| Annual return | -5.78% | 18.03%-23.8pp | 22.78%-28.6pp | 169.23%-175.0pp |
| Employer contribution / active EE | $4,662 | $2,233+108.7% | $3,574+30.4% | $1,963+137.5% |
| Participant deferral / active EE | $0 | $2,644-100.0% | $3,712-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $581-100.0% | $5,333-100.0% | $504-100.0% |