See peer percentile detail. $4.99 for your first month.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Float revenue; Participant communicat... | $70,170 |
Filed as: DIEMEO SCHNEIDER & ASSOCIATES LLC Service code 16 · EIN 20-4751585 | Consulting | $10,000 |
BLUM SHAPIRO2 years Filed as: BLUM, SHAPIRO & CO. PC Service code 16 · EIN 06-1009205 | Consulting | $9,000 |
FIDUCIARY INVESTMENT ADVISORS6+ years Service code 28 · EIN 20-4751585 | Investment Management | $5,000 |
NATIONAL FINANCIAL SERVICES6+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,482 | $79,519+59.1% | $95,952+31.8% | $73,409+72.3% |
| Participation rate | 47.5% | 81.2%-33.6pp | 77.1%-29.5pp | 72.2%-24.6pp |
| Annual return | 25.72% | 19.20%+6.5pp | 91.61%-65.9pp | 59.29%-33.6pp |
| Employer contribution / active EE | $1,216 | $2,048-40.6% | $2,541-52.1% | $2,234-45.6% |
| Participant deferral / active EE | $3,297 | $4,138-20.3% | $4,167-20.9% | $3,805-13.4% |
| Admin fee / account holder | $386 | $184+109.4% | $6,795-94.3% | $158+144.4% |