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| Provider | Service type | Compensation |
|---|---|---|
HEALTHSCOPE BENEFITS1 year Filed as: HEALTHSCOPE Service code 14 · EIN 71-0847266 | Plan Administrator | $17,132 |
KERBER, ECK & BRAECKEL LLP2 years Filed as: KERBER, ECK & BRAECKEL, LLP Service code 10 · EIN 43-0352985 | Accounting | $14,264 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $66,650-100.0% | $92,915-100.0% | $67,582-100.0% |
| Participation rate | 0.0% | 72.5%-72.5pp | 76.0%-76.0pp | 71.3%-71.3pp |
| Annual return | 6.87% | 92.64%-85.8pp | 109.45%-102.6pp | 378.57%-371.7pp |
| Employer contribution / active EE | $2,046 | $2,777-26.3% | $3,653-44.0% | $2,148-4.7% |
| Participant deferral / active EE | $0 | $3,160-100.0% | $4,238-100.0% | $3,539-100.0% |
| Admin fee / account holder | $0 | $199-100.0% | $5,796-100.0% | $142-100.0% |