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| Provider | Service type | Compensation |
|---|---|---|
Filed as: DIMEO SCHNEIDER & ASSOCIATES, LLC Service code 15 · EIN 36-4001764 | Recordkeeping | $30,838 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $16,530 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $126,816 | $59,220+114.1% | $96,570+31.3% | $79,391+59.7% |
| Participation rate | 57.0% | 61.9%-4.9pp | 69.8%-12.8pp | 70.7%-13.7pp |
| Annual return | 8.40% | 27.08%-18.7pp | 37.79%-29.4pp | 116.88%-108.5pp |
| Employer contribution / active EE | $167 | $1,216-86.3% | $2,357-92.9% | $2,428-93.1% |
| Participant deferral / active EE | $5,714 | $2,948+93.8% | $3,849+48.4% | $4,046+41.2% |
| Admin fee / account holder | $1,065 | $659+61.7% | $6,182-82.8% | $627+69.9% |