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| Provider | Service type | Compensation |
|---|---|---|
Filed as: DIMEO SCHNEIDER & ASSOCIATES, LLC Service code 15 · EIN 36-4001764 | Recordkeeping | $39,025 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $15,926 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,679 | $59,467+42.4% | $93,727-9.7% | $74,478+13.7% |
| Participation rate | 74.5% | 59.6%+14.9pp | 68.7%+5.8pp | 67.2%+7.3pp |
| Annual return | 8.49% | 82.14%-73.6pp | 133.83%-125.3pp | 1370.56%-1362.1pp |
| Employer contribution / active EE | $204 | $1,267-83.9% | $2,421-91.6% | $2,626-92.2% |
| Participant deferral / active EE | $6,967 | $3,052+128.3% | $4,417+57.7% | $4,350+60.2% |
| Admin fee / account holder | $416 | $3,028-86.3% | $8,292-95.0% | $1,946-78.6% |