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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 20-4751585 | Advisory (Plan) | $25,102 |
Filed as: DIMEO SCHNEIDER AND ASSOCIATES LLC Service code 27 · EIN 36-4001764 | Advisory (Plan) | $6,157 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$24,508 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $532,478 | $99,957+432.7% | $149,745+255.6% | $73,497+624.5% |
| Participation rate | 94.3% | 75.7%+18.6pp | 82.5%+11.8pp | 70.7%+23.6pp |
| Annual return | 11.92% | 53.87%-41.9pp | 276.72%-264.8pp | 28.51%-16.6pp |
| Employer contribution / active EE | $10,879 | $3,191+240.9% | $4,646+134.2% | $2,270+379.3% |
| Participant deferral / active EE | $10,522 | $6,073+73.3% | $6,843+53.8% | $3,740+181.3% |
| Admin fee / account holder | $3 | $551-99.5% | $9,312-100.0% | $513-99.5% |