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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $79,542 |
Filed as: DIMEO SCHNEIDER & ASSOCIATES Service code 16 · EIN 36-4001764 | Consulting | $22,500 |
Filed as: FIDUCIARY INVESTMENT ADVISORS LLC Service code 16 · EIN 20-4751585 | Consulting | $22,500 |
TEPLITZKY & COMPANY PC1 year Filed as: TEPLITZKY & COMPANY Service code 10 · EIN 06-0962537 | Accounting | $12,100 |
ADP BROKER-DEALER1 year Filed as: PENSION CONSULTANTS, INC. Service code 11 · EIN 06-1504963 | Actuarial | $7,829 |
Filed as: PRUDENTIAL INVESTMENT MANAGEMENT SE Service code 63 · EIN 13-4122960 | 12b-1 Fees | $3,843 |
Filed as: PRUDENTIAL INSURANCE COMPANY OF AME Service code 15 | Recordkeeping | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $185,567 | $56,540+228.2% | $185,851-0.2% | $86,821+113.7% |
| Participation rate | 100.0% | 65.5%+34.5pp | 81.7%+18.3pp | 72.3%+27.7pp |
| Annual return | 13.09% | 118.20%-105.1pp | 122.11%-109.0pp | 97.94%-84.8pp |
| Employer contribution / active EE | $6,442 | $1,844+249.3% | $5,168+24.6% | $2,406+167.8% |
| Participant deferral / active EE | $6,807 | $2,555+166.4% | $5,569+22.2% | $4,132+64.7% |
| Admin fee / account holder | $628 | $150+319.3% | $16,245-96.1% | $170+270.1% |