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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.7+ years Filed as: UNITED ACTUARIAL SERVICES, INC Service code 11 · EIN 35-2156428 | Actuarial | $41,000 |
HEALTHSCOPE BENEFITS7+ years Filed as: HEALTHSCOPE BENEFITS, INC Service code 13 · EIN 71-0847266 | Contract Administrator | $38,438 |
INVESTMENT CONSULTING GROUP7+ years Service code 27 · EIN 42-1358707 | Advisory (Plan) | $22,500 |
CALIBRE CPA GROUP PLLC7+ years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 | Accounting | $18,575 |
JOHNSON & KROL, LLC7+ years Service code 29 · EIN 36-4342024 | Legal | $13,775 |
ROMOLO & ASSOCIATES5 years Service code 10 · EIN 84-2885766 | Accounting | $9,684 |
Service code 15 · EIN 82-2768063 | Recordkeeping | $8,138 |
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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 | $164,233-100.0% | $164,721-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | -9.38% | -8.26%-1.1pp | -5.85%-3.5pp | 2.77%-12.1pp |
| Employer contribution / active EE | $8,474 | $12,543-32.4% | $31,839-73.4% | $15,262-44.5% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $1,000-100.0% | $1,015-100.0% |