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| Provider | Service type | Compensation |
|---|---|---|
COHNREZNICK LLP1 year Service code 10 · EIN 22-1478098 | Accounting | $13,670 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,633 |
Service code 27 · EIN 20-4751584 | Advisory (Plan) | $855 |
Filed as: DIMEO SCHNEIDER Service code 27 · EIN 36-4001761 | Advisory (Plan) | $758 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,268 | $52,293+21.0% | $178,503-64.6% | $73,412-13.8% |
| Participation rate | 71.6% | 65.3%+6.3pp | 81.9%-10.3pp | 72.2%-0.5pp |
| Annual return | 15.32% | 34.75%-19.4pp | 151.12%-135.8pp | 59.30%-44.0pp |
| Employer contribution / active EE | $1,025 | $1,736-41.0% | $5,011-79.5% | $2,234-54.1% |
| Participant deferral / active EE | $3,364 | $2,333+44.2% | $5,202-35.3% | $3,806-11.6% |
| Admin fee / account holder | $28 | $127-77.8% | $13,987-99.8% | $158-82.1% |