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| Provider | Service type | Compensation |
|---|---|---|
ANDCO CONSULTING4 years Filed as: ANDCO Service code 27 · EIN 59-3676225 | Advisory (Plan) | $25,000 |
ROMOLO & ASSOCIATES2 years Filed as: ROMOLO & ASSOCIATES, LLC Service code 10 · EIN 84-2885766 | Accounting | $10,500 |
HEALTHSCOPE BENEFITS7+ years Filed as: HEALTHSCOPE BENEFITS, INC. Service code 13 · EIN 71-0847266 | Contract Administrator | $8,338 |
CAVANAGH & O'HARA2 years Service code 29 · EIN 37-1259635 | Legal | $7,595 |
Filed as: JOHN HANCOCK TRUST COMPANY, LLC Service code 19 · EIN 01-0233346 | Securities Custodian | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,866 | $64,176+35.4% | $112,249-22.6% | $66,938+29.8% |
| Participation rate | 98.4% | 68.4%+29.9pp | 75.1%+23.3pp | 69.8%+28.5pp |
| Annual return | -6.33% | -13.80%+7.5pp | 27.48%-33.8pp | 1.58%-7.9pp |
| Employer contribution / active EE | $4,388 | $3,007+45.9% | $3,636+20.7% | $2,545+72.4% |
| Participant deferral / active EE | $0 | $3,694-100.0% | $4,729-100.0% | $4,238-100.0% |
| Admin fee / account holder | $271 | $626-56.8% | $6,412-95.8% | $594-54.4% |