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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.8+ years Filed as: UNITED ACTUARIAL SERVICES, INC Service code 11 · EIN 35-2156428 | Actuarial | $45,000 |
HEALTHSCOPE BENEFITS8+ years Filed as: HEALTHSCOPE BENEFITS, INC Service code 13 · EIN 71-0847266 | Contract Administrator | $42,330 |
INVESTMENT CONSULTING GROUP8+ years Service code 27 · EIN 42-1358707 | Advisory (Plan) | $23,500 |
CALIBRE CPA GROUP PLLC8+ years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 | Accounting | $19,500 |
JOHNSON & KROL, LLC8+ years Service code 29 · EIN 36-4342024 | Legal | $17,742 |
ROMOLO & ASSOCIATES6 years Service code 10 · EIN 84-2885766 | Accounting | $10,491 |
Service code 15 · EIN 82-2768063 | Recordkeeping | $9,838 |
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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 | $4,369,090-100.0% | $473,625-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 4.8%-4.8pp | 37.3%-37.3pp | 2.3%-2.3pp |
| Annual return | 8.06% | 7.15%+0.9pp | 20.18%-12.1pp | 37.74%-29.7pp |
| Employer contribution / active EE | $9,203 | $13,270-30.6% | $29,108-68.4% | $15,788-41.7% |
| Participant deferral / active EE | $0 | $732-100.0% | $6-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $12,034-100.0% | $2,262-100.0% | $9,287-100.0% |