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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.1+ years Filed as: UNITED ACTUARIAL SERVICES, INC Service code 11 · EIN 35-2156428 11590 N. MERIDIAN ST., SUITE 610 · CARMEL, IN 46032 | Actuarial | $31,100 |
HEALTHSCOPE BENEFITS1+ years Filed as: HEALTHSCOPE BENEFITS, INC Service code 13 · EIN 71-0847266 9045 E. 59TH STREET · INDIANAPOLIS, IN 46216 | Contract Administrator | $23,625 |
INVESTMENT CONSULTING GROUP1+ years Service code 27 · EIN 42-1358707 5117 JERSEY RIDGE ROAD, SUITE 1 · DAVENPORT, IA 52807 | Advisory (Plan) | $20,333 |
CALIBRE CPA GROUP PLLC1+ years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 566 W. LAKE ST., SUITE 300 · CHICAGO, IL 60661 | Accounting | $15,375 |
JOHNSON & KROL, LLC1+ years Service code 29 · EIN 36-4342024 300 S WACKER DRIVE · SUITE, IL 60606 | Legal | $14,876 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $35,636-100.0% | $374,107-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 1.8%-1.8pp |
| Annual return | 0.94% | 5.13%-4.2pp | 4.74%-3.8pp | 7.18%-6.2pp |
| Employer contribution / active EE | $9,042 | $14,689-38.4% | $36,089-74.9% | $13,095-30.9% |
| Participant deferral / active EE | $0 | $59-100.0% | $59-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $10,677-100.0% | $362-100.0% |