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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.5+ years Filed as: UNITED ACTUARIAL SERVICES, INC Service code 11 · EIN 35-2156428 11590 N. MERIDIAN ST., SUITE 610 · CARMEL, IN 46032 | Actuarial | $37,030 |
HEALTHSCOPE BENEFITS5+ years Filed as: HEALTHSCOPE BENEFITS, INC Service code 13 · EIN 71-0847266 8901 OTIS AVE., STE 200 · INDIANAPOLIS, IN 46216 | Contract Administrator | $26,175 |
INVESTMENT CONSULTING GROUP5+ years Service code 27 · EIN 42-1358707 5117 JERSEY RIDGE ROAD, SUITE 1 · DAVENPORT, IA 52807 | Advisory (Plan) | $22,500 |
CALIBRE CPA GROUP PLLC5+ years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 230 W MONROE STREET, SUITE 300 · CHICAGO, IL 60606 | Accounting | $16,875 |
JOHNSON & KROL, LLC5+ years Service code 29 · EIN 36-4342024 311 S WACKER DRIVE · SUITE, IL 60606 | Legal | $14,368 |
ROMOLO & ASSOCIATES3 years Service code 10 1700 W LUTHY DR A · PEORIA, IL 61615 | Accounting | $10,317 |
BENESYS, INC.1 year Filed as: INNOVATIVE SOFTWARE SOLUTIONS, INC. Service code 49 3000 SOUTH LENOLA ROAD · MAPLE SHADE, NJ 08052 | Other Services | $8,750 |
Service code 15 4600 46TH AVENUE · ROCK ISLAND, IL 61201 | Recordkeeping | $6,578 |
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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 | $1,863,299-100.0% | $373,805-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 5.0%-5.0pp | 18.9%-18.9pp | 0.6%-0.6pp |
| Annual return | 2.55% | 9.58%-7.0pp | 9.52%-7.0pp | 11.45%-8.9pp |
| Employer contribution / active EE | $10,210 | $21,155-51.7% | $41,951-75.7% | $17,219-40.7% |
| Participant deferral / active EE | $0 | $125-100.0% | $18-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $4,319-100.0% | $1,512-100.0% | $15,480-100.0% |