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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 | $59,456+42.4% | $93,669-9.6% | $74,429+13.8% |
| Participation rate | 74.5% | 59.6%+14.9pp | 68.7%+5.8pp | 67.2%+7.3pp |
| Annual return | 8.49% | 82.00%-73.5pp | 133.59%-125.1pp | 1368.38%-1359.9pp |
| Employer contribution / active EE | $204 | $1,266-83.9% | $2,424-91.6% | $2,625-92.2% |
| Participant deferral / active EE | $6,967 | $3,052+128.3% | $4,416+57.8% | $4,348+60.2% |
| Admin fee / account holder | $416 | $3,026-86.2% | $8,291-95.0% | $1,944-78.6% |