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| Provider | Service type | Compensation |
|---|---|---|
Filed as: DIMEO, SCHNEIDER & ASSOCIATES, LLC Service code 16 · EIN 36-4001764 | Consulting | $20,000 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,965 |
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 | $71,894 | $79,151-9.2% | $60,919+18.0% | $64,824+10.9% |
| Participation rate | 100.0% | 77.7%+22.3pp | 73.1%+26.9pp | 71.5%+28.5pp |
| Annual return | -18.29% | -7.12%-11.2pp | 16.96%-35.3pp | 32.84%-51.1pp |
| Employer contribution / active EE | $4,936 | $3,052+61.7% | $2,704+82.6% | $2,507+96.9% |
| Participant deferral / active EE | $5,146 | $3,727+38.1% | $3,814+34.9% | $4,311+19.4% |
| Admin fee / account holder | $89 | $106-15.6% | $3,228-97.2% | $188-52.5% |