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| Provider | Service type | Compensation |
|---|---|---|
Filed as: DIMEO SCHNEIDER AND ASSOCIATES Service code 17 · EIN 36-4001764 | Pension Consulting | $35,000 |
Service code 16 · EIN 04-2530412 | Consulting | $16,831 |
WOLF & COMPANY, P.C.3 years Service code 10 · EIN 04-2689883 | Accounting | $16,500 |
STRATEGIC ADVISORS, INC.5 years Filed as: STRATEGIC ADVISORS, INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,060 |
Filed as: FIDELITY INVEST INSTITUTIONAL OP CO Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$64,183 |
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 | $83,968 | $69,823+20.3% | $76,902+9.2% | $74,473+12.7% |
| Participation rate | 94.6% | 70.0%+24.5pp | 69.6%+24.9pp | 70.7%+23.8pp |
| Annual return | 20.68% | 19.99%+0.7pp | 37.91%-17.2pp | 34.36%-13.7pp |
| Employer contribution / active EE | $2,167 | $2,148+0.9% | $2,534-14.5% | $2,638-17.9% |
| Participant deferral / active EE | $5,183 | $3,558+45.7% | $3,833+35.2% | $4,530+14.4% |
| Admin fee / account holder | $17 | $398-95.7% | $5,479-99.7% | $347-95.0% |