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| Provider | Service type | Compensation |
|---|---|---|
Filed as: DIMEO SCHNEIDER AND ASSOCIATES Service code 17 · EIN 36-4001764 | Pension Consulting | $26,250 |
WOLF & COMPANY, P.C.2 years Service code 10 · EIN 04-2689883 | Accounting | $14,300 |
Service code 10 · EIN 04-2530412 | Accounting | $14,125 |
STRATEGIC ADVISORS, INC.4 years Filed as: STRATEGIC ADVISORS, INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,173 |
Filed as: FIDELITY INVEST INSTITUTIONAL OP CO Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$61,171 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,422 | $56,503+37.0% | $69,890+10.8% | $64,824+19.4% |
| Participation rate | 96.2% | 70.5%+25.7pp | 70.5%+25.7pp | 71.5%+24.7pp |
| Annual return | -18.25% | -13.44%-4.8pp | 190.84%-209.1pp | 32.84%-51.1pp |
| Employer contribution / active EE | $2,154 | $2,046+5.3% | $2,560-15.9% | $2,507-14.1% |
| Participant deferral / active EE | $5,164 | $3,389+52.4% | $3,848+34.2% | $4,311+19.8% |
| Admin fee / account holder | $1 | $160-99.4% | $6,267-100.0% | $188-99.5% |