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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.4+ years Filed as: UNITED ACTUARIAL SERVICES, INC Service code 11 · EIN 35-2156428 11590 N. MERIDIAN ST., SUITE 610 · CARMEL, IN 46032 | Actuarial | $37,318 |
HEALTHSCOPE BENEFITS4+ years Filed as: HEALTHSCOPE BENEFITS, INC Service code 13 · EIN 71-0847266 8901 OTIS AVE., STE 200 · INDIANAPOLIS, IN 46216 | Contract Administrator | $28,079 |
INVESTMENT CONSULTING GROUP4+ years Service code 27 · EIN 42-1358707 5117 JERSEY RIDGE ROAD, SUITE 1 · DAVENPORT, IA 52807 | Advisory (Plan) | $21,500 |
JOHNSON & KROL, LLC4+ years Service code 29 · EIN 36-4342024 311 S WACKER DRIVE · SUITE, IL 60606 | Legal | $21,345 |
CALIBRE CPA GROUP PLLC4+ years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 230 W MONROE STREET, SUITE 300 · CHICAGO, IL 60606 | Accounting | $16,550 |
ROMOLO & ASSOCIATES2 years Service code 10 1700 W LUTHY DR A · PEORIA, IL 61615 | Accounting | $7,798 |
Service code 15 4600 46TH AVENUE · ROCK ISLAND, IL 61201 | Recordkeeping | $6,528 |
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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 | $142,732-100.0% | $568,132-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 4.2%-4.2pp | 21.0%-21.0pp | 1.2%-1.2pp |
| Annual return | 1.61% | 33.70%-32.1pp | 14.64%-13.0pp | 53.27%-51.7pp |
| Employer contribution / active EE | $9,777 | $14,473-32.4% | $41,831-76.6% | $14,774-33.8% |
| Participant deferral / active EE | $0 | $145-100.0% | $200-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $0 | $36,942-100.0% | $13,289-100.0% |