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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 | $66,486+41.6% | $81,370+15.7% | $77,762+21.0% |
| Participation rate | 95.9% | 68.7%+27.2pp | 69.5%+26.4pp | 70.6%+25.3pp |
| Annual return | 17.97% | 15.95%+2.0pp | 24.85%-6.9pp | 31.27%-13.3pp |
| Employer contribution / active EE | $2,490 | $2,158+15.4% | $2,464+1.1% | $2,728-8.7% |
| Participant deferral / active EE | $5,734 | $3,677+56.0% | $3,885+47.6% | $4,651+23.3% |
| Admin fee / account holder | $15 | $586-97.4% | $5,749-99.7% | $433-96.4% |