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| Provider | Service type | Compensation |
|---|---|---|
Service code 10 · EIN 04-2530412 | Accounting | $30,420 |
Filed as: DIMEO SCHNEIDER AND ASSOCIATES Service code 17 · EIN 36-4001764 | Pension Consulting | $26,250 |
WOLF & COMPANY, P.C.1 year Service code 10 · EIN 04-2689883 | Accounting | $13,750 |
STRATEGIC ADVISORS, INC.3 years Filed as: STRATEGIC ADVISORS, INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,406 |
Filed as: FIDELITY INVEST INSTITUTIONAL OP CO Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$58,799 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,804 | $66,528+44.0% | $86,615+10.6% | $86,821+10.3% |
| Participation rate | 95.4% | 72.4%+23.1pp | 71.6%+23.8pp | 72.3%+23.1pp |
| Annual return | 16.13% | 19.56%-3.4pp | 63.51%-47.4pp | 97.94%-81.8pp |
| Employer contribution / active EE | $2,165 | $2,007+7.9% | $2,496-13.2% | $2,406-10.0% |
| Participant deferral / active EE | $5,419 | $3,240+67.3% | $3,699+46.5% | $4,132+31.1% |
| Admin fee / account holder | $19 | $148-87.3% | $5,830-99.7% | $170-88.9% |