Filed March 31, 2010
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: DIMEO SCHNEIDER AND ASSOCIATES, LL Service code 26 · EIN 36-4001764 | Advisory (Participants) | $37,500 |
CARON & BLETZER, PLLC7 years Service code 10 · EIN 04-3499945 | Accounting | $10,200 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$20,973 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,974 | $112,582-52.9% | $105,624-49.8% | $200,096-73.5% |
| Participation rate | 85.3% | 86.3%-1.0pp | 75.3%+10.0pp | 72.0%+13.2pp |
| Annual return | 14.37% | 15.58%-1.2pp | 116.20%-101.8pp | 34.26%-19.9pp |
| Employer contribution / active EE | $1,419 | $4,580-69.0% | $3,168-55.2% | $3,038-53.3% |
| Participant deferral / active EE | $3,290 | $6,655-50.6% | $5,013-34.4% | $5,090-35.4% |
| Admin fee / account holder | $46 | $107-56.7% | $10,961-99.6% | $269-82.8% |