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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $38,070 |
Filed as: DIMEO SCHNEIDER & ASSOCIATES, LLC Service code 15 · EIN 36-4001764 | Recordkeeping | $17,068 |
ADP BROKER-DEALER3 years Service code 59 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $184,474 | $95,084+94.0% | $140,514+31.3% | $69,733+164.5% |
| Participation rate | 100.0% | 68.7%+31.3pp | 77.8%+22.2pp | 62.5%+37.5pp |
| Annual return | 12.04% | 18.56%-6.5pp | 14.36%-2.3pp | 15.22%-3.2pp |
| Employer contribution / active EE | $7,334 | $2,405+204.9% | $3,378+117.1% | $2,250+225.9% |
| Participant deferral / active EE | $12,378 | $3,868+220.0% | $4,919+151.7% | $3,054+305.3% |
| Admin fee / account holder | $324 | $4,885-93.4% | $13,697-97.6% | $3,102-89.5% |