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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $66,810 |
Filed as: DIMEO SCHNEIDER & ASSOCIATES Service code 16 · EIN 36-4001764 | Consulting | $45,000 |
PULLMAN & COMLEY1 year Service code 29 · EIN 06-0662400 | Legal | $9,631 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $162,587 | $47,180+244.6% | $149,723+8.6% | $74,473+118.3% |
| Participation rate | 100.0% | 63.4%+36.6pp | 78.8%+21.2pp | 70.7%+29.3pp |
| Annual return | -6.46% | 22.75%-29.2pp | 134.50%-141.0pp | 34.36%-40.8pp |
| Employer contribution / active EE | $6,389 | $1,907+235.0% | $4,821+32.5% | $2,638+142.2% |
| Participant deferral / active EE | $6,662 | $2,730+144.0% | $5,682+17.2% | $4,530+47.1% |
| Admin fee / account holder | $332 | $343-3.3% | $13,215-97.5% | $347-4.4% |