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| Provider | Service type | Compensation |
|---|---|---|
Filed as: DIMEO SCHNEIDER & ASSOCIATES, LLC Service code 15 · EIN 36-4001764 | Recordkeeping | $23,046 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $14,859 |
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.)
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 | $87,619 | $49,471+77.1% | $79,583+10.1% | $66,949+30.9% |
| Participation rate | 73.1% | 61.4%+11.7pp | 69.5%+3.6pp | 69.8%+3.3pp |
| Annual return | -12.80% | 84.30%-97.1pp | 0.16%-13.0pp | 1.57%-14.4pp |
| Employer contribution / active EE | $128 | $1,266-89.9% | $2,414-94.7% | $2,545-95.0% |
| Participant deferral / active EE | $5,896 | $3,160+86.6% | $3,986+47.9% | $4,239+39.1% |
| Admin fee / account holder | $771 | $595+29.6% | $6,835-88.7% | $594+29.9% |