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| Provider | Service type | Compensation |
|---|---|---|
Filed as: DIMEO SCHNEIDER & ASSOCIATES, LLC Service code 27 · EIN 36-4001764 | Advisory (Plan) | $10,000 |
Service code 27 · EIN 20-4751585 | Advisory (Plan) | $10,000 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,442 | $84,948-0.6% | $70,494+19.8% | $73,412+15.0% |
| Participation rate | 100.0% | 79.9%+20.1pp | 75.1%+24.9pp | 72.2%+27.8pp |
| Annual return | 22.76% | 13.39%+9.4pp | 109.16%-86.4pp | 59.30%-36.5pp |
| Employer contribution / active EE | $4,019 | $2,834+41.8% | $2,738+46.8% | $2,234+79.9% |
| Participant deferral / active EE | $4,140 | $3,387+22.2% | $3,711+11.6% | $3,806+8.8% |
| Admin fee / account holder | $28 | $98-71.7% | $3,848-99.3% | $158-82.4% |