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| Provider | Service type | Compensation |
|---|---|---|
ANDCO CONSULTING1 year Filed as: ANDCO Service code 27 | Advisory (Plan) | $25,000 |
ROMOLO & ASSOCIATES4+ years Service code 10 · EIN 37-1077733 | Accounting | $9,750 |
HEALTHSCOPE BENEFITS4+ years Filed as: HEALTHSCOPE BENEFITS, INC. Service code 13 · EIN 71-0847266 | Contract Administrator | $7,255 |
MINNESOTA LIFE INSURANCE COMPANY4+ years Service code 18 · EIN 41-0417830 | Direct payment from the plan; Custodi... | $5,679 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,856 | $63,114+2.8% | $92,909-30.2% | $65,185-0.5% |
| Participation rate | 99.3% | 68.8%+30.6pp | 76.0%+23.3pp | 70.2%+29.1pp |
| Annual return | 6.91% | 28.75%-21.8pp | 109.44%-102.5pp | 29.38%-22.5pp |
| Employer contribution / active EE | $4,348 | $2,571+69.1% | $3,653+19.0% | $2,177+99.7% |
| Participant deferral / active EE | $0 | $3,108-100.0% | $4,238-100.0% | $3,514-100.0% |
| Admin fee / account holder | $227 | $624-63.6% | $5,795-96.1% | $847-73.2% |