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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.9+ years Filed as: UNITED ACTUARIAL SERVICES, INC Service code 11 · EIN 35-2156428 | Actuarial | $48,540 |
HEALTHSCOPE BENEFITS9+ years Filed as: HEALTHSCOPE BENEFITS, INC Service code 14 · EIN 71-0847266 | Plan Administrator | $41,342 |
JOHNSON & KROL, LLC9+ years Service code 29 · EIN 36-4342024 | Legal | $35,260 |
INVESTMENT CONSULTING GROUP9+ years Service code 27 · EIN 42-1358707 | Advisory (Plan) | $24,667 |
CALIBRE CPA GROUP PLLC9+ years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 | Accounting | $19,500 |
Service code 15 · EIN 82-2768063 | Recordkeeping | $10,196 |
ROMOLO & ASSOCIATES7 years Service code 10 · EIN 84-2885766 | Accounting | $9,958 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 12.79% | 11.08%+1.7pp | 8.10%+4.7pp | 8.76%+4.0pp |
| Employer contribution / active EE | $10,130 | $13,910-27.2% | $28,649-64.6% | $16,664-39.2% |
| Participant deferral / active EE | $0 | $6,458-100.0% | $10-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |