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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.3+ years Filed as: UNITED ACTUARIAL SERVICES, INC Service code 11 · EIN 35-2156428 11590 N. MERIDIAN ST., SUITE 610 · CARMEL, IN 46032 | Actuarial | $34,038 |
JOHNSON & KROL, LLC3+ years Service code 29 · EIN 36-4342024 311 S WACKER DRIVE · SUITE, IL 60606 | Legal | $31,146 |
HEALTHSCOPE BENEFITS3+ years Filed as: HEALTHSCOPE BENEFITS, INC Service code 13 · EIN 71-0847266 8901 OTIS AVE., STE 200 · INDIANAPOLIS, IN 46216 | Contract Administrator | $27,889 |
INVESTMENT CONSULTING GROUP3+ years Service code 27 · EIN 42-1358707 5117 JERSEY RIDGE ROAD, SUITE 1 · DAVENPORT, IA 52807 | Advisory (Plan) | $21,000 |
CALIBRE CPA GROUP PLLC3+ years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 230 W MONROE STREET, SUITE 300 · CHICAGO, IL 60606 | Accounting | $16,175 |
Service code 15 4600 46TH AVENUE · ROCK ISLAND, IL 61201 | Recordkeeping | $8,165 |
ROMOLO & ASSOCIATES1 year Service code 10 1700 W LUTHY DR A · PEORIA, IL 61615 | Accounting | $5,170 |
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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 | $125,296-100.0% | $379,314-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 4.5%-4.5pp | 17.4%-17.4pp | 1.8%-1.8pp |
| Annual return | 7.75% | -1.12%+8.9pp | -2.18%+9.9pp | 0.19%+7.6pp |
| Employer contribution / active EE | $11,910 | $12,052-1.2% | $38,751-69.3% | $13,763-13.5% |
| Participant deferral / active EE | $0 | $86-100.0% | $151-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $0 | $4,180-100.0% | $426-100.0% |