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 27 · EIN 36-4001764 | Advisory (Plan) | $37,500 |
CARON & BLETZER, PLLC4 years Service code 10 · EIN 04-3499945 | Accounting | $8,250 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$14,892 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $55,038 | $114,195-51.8% | $106,554-48.3% | $93,010-40.8% |
| Participation rate | 91.9% | 86.4%+5.5pp | 76.1%+15.7pp | 73.9%+18.0pp |
| Annual return | 12.33% | 22.18%-9.8pp | 26.80%-14.5pp | 158.70%-146.4pp |
| Employer contribution / active EE | $675 | $4,009-83.2% | $2,819-76.1% | $2,705-75.1% |
| Participant deferral / active EE | $3,111 | $5,908-47.4% | $4,398-29.3% | $4,561-31.8% |
| Admin fee / account holder | $44 | $105-58.4% | $7,408-99.4% | $152-71.3% |