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| Provider | Service type | Compensation |
|---|---|---|
Filed as: DIMEO SCHNEIDER & ASSOCIATES, LLC Service code 15 · EIN 36-4001764 | Recordkeeping | $88,097 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $14,605 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTON LARSON ALLEN LLP Service code 15 · EIN 41-0746749 | Recordkeeping | $6,300 |
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 | $85,815 | $54,729+56.8% | $86,235-0.5% | $71,529+20.0% |
| Participation rate | 72.6% | 60.1%+12.5pp | 69.0%+3.6pp | 67.9%+4.6pp |
| Annual return | 11.01% | 20.07%-9.1pp | 1170.03%-1159.0pp | 28.97%-18.0pp |
| Employer contribution / active EE | $237 | $1,267-81.3% | $2,381-90.1% | $2,590-90.9% |
| Participant deferral / active EE | $6,424 | $3,110+106.5% | $3,987+61.1% | $4,291+49.7% |
| Admin fee / account holder | $801 | $1,921-58.3% | $6,856-88.3% | $1,588-49.5% |