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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $16,396 |
Filed as: DIMEO SCHNEIDER & ASSOCIATES Service code 27 · EIN 36-4001764 | Advisory (Plan) | $5,550 |
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 | $87,991 | $84,936+3.6% | $111,308-20.9% | $79,391+10.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 77.3%+22.7pp | 70.7%+29.3pp |
| Annual return | 9.07% | 17.45%-8.4pp | 54.67%-45.6pp | 116.88%-107.8pp |
| Employer contribution / active EE | $832 | $1,979-57.9% | $2,732-69.5% | $2,428-65.7% |
| Participant deferral / active EE | $2,634 | $3,888-32.2% | $4,487-41.3% | $4,046-34.9% |
| Admin fee / account holder | $62 | $537-88.5% | $7,965-99.2% | $627-90.1% |