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| Provider | Service type | Compensation |
|---|---|---|
HEALTHSCOPE BENEFITS4 years Service code 14 · EIN 71-0847266 | Plan Administrator | $43,062 |
KERBER, ECK & BRAECKEL LLP6 years Filed as: KERBER, ECK & BRAECKEL, LLP Service code 10 · EIN 43-0352985 | Accounting | $14,550 |
CAVANAGH & O'HARA2 years Filed as: CAVANAGH OHARA Service code 29 · EIN 37-1259635 | Legal | $9,024 |
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 | $88,479-100.0% | $96,538-100.0% | $80,169-100.0% |
| Participation rate | 0.0% | 79.9%-79.9pp | 74.3%-74.3pp | 72.9%-72.9pp |
| Annual return | -6.42% | 22.53%-29.0pp | 35.74%-42.2pp | 40.39%-46.8pp |
| Employer contribution / active EE | $2,330 | $4,177-44.2% | $3,740-37.7% | $2,978-21.8% |
| Participant deferral / active EE | $0 | $3,961-100.0% | $4,880-100.0% | $5,016-100.0% |
| Admin fee / account holder | $0 | $211-100.0% | $6,737-100.0% | $145-100.0% |