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| Provider | Service type | Compensation |
|---|---|---|
ANDCO CONSULTING2 years Filed as: ANDCO Service code 27 · EIN 59-3676225 | Advisory (Plan) | $25,000 |
ROMOLO & ASSOCIATES5+ years Service code 10 · EIN 37-1077733 | Accounting | $9,750 |
HEALTHSCOPE BENEFITS5+ years Filed as: HEALTHSCOPE BENEFITS, INC. Service code 13 · EIN 71-0847266 | Contract Administrator | $7,225 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,356 | $69,362-2.9% | $101,248-33.5% | $73,488-8.3% |
| Participation rate | 100.0% | 68.4%+31.6pp | 75.8%+24.2pp | 70.7%+29.3pp |
| Annual return | -3.21% | 18.46%-21.7pp | 46.47%-49.7pp | 28.51%-31.7pp |
| Employer contribution / active EE | $3,922 | $2,628+49.2% | $3,660+7.2% | $2,270+72.8% |
| Participant deferral / active EE | $0 | $3,300-100.0% | $4,370-100.0% | $3,740-100.0% |
| Admin fee / account holder | $276 | $704-60.8% | $5,945-95.4% | $513-46.3% |