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| Provider | Service type | Compensation |
|---|---|---|
Filed as: DIMEO SCHNEIDER AND ASSOCIATES Service code 17 · EIN 36-4001764 | Pension Consulting | $43,750 |
Service code 16 · EIN 04-2530412 | Consulting | $18,667 |
WOLF & COMPANY, P.C.4 years Service code 10 · EIN 04-2689883 | Accounting | $17,500 |
STRATEGIC ADVISORS, INC.6 years Filed as: STRATEGIC ADVISORS, INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,643 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY INVEST INSTITUTIONAL OP CO Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$77,842 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,116 | $66,457+41.6% | $81,438+15.6% | $77,671+21.2% |
| Participation rate | 95.9% | 68.7%+27.2pp | 69.5%+26.4pp | 70.6%+25.3pp |
| Annual return | 17.97% | 15.93%+2.0pp | 24.74%-6.8pp | 31.21%-13.2pp |
| Employer contribution / active EE | $2,490 | $2,159+15.3% | $2,460+1.2% | $2,726-8.7% |
| Participant deferral / active EE | $5,734 | $3,679+55.9% | $3,883+47.7% | $4,648+23.4% |
| Admin fee / account holder | $15 | $583-97.3% | $5,764-99.7% | $430-96.4% |