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| Provider | Service type | Compensation |
|---|---|---|
Filed as: DIMEO SCHNEIDER & ASSOC Service code 26 PO BOX 74987 · CHICAGO, IL 60675 | Advisory (Participants) | $17,642 |
THE VANGUARD GROUP, INC.4 years Service code 26 · EIN 23-1945930 | Advisory (Participants) | $1,646 |
ADP BROKER-DEALER4 years Filed as: PENSION CONSULTANTS, INC. Service code 26 · EIN 06-1504963 | Advisory (Participants) | $1,560 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,437 | $84,936+99.5% | $111,308+52.2% | $79,391+113.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 77.3%+22.7pp | 70.7%+29.3pp |
| Annual return | 23.42% | 17.45%+6.0pp | 54.67%-31.2pp | 116.88%-93.5pp |
| Employer contribution / active EE | $6,327 | $1,979+219.7% | $2,732+131.6% | $2,428+160.6% |
| Participant deferral / active EE | $10,802 | $3,888+177.8% | $4,487+140.7% | $4,046+167.0% |
| Admin fee / account holder | $116 | $537-78.3% | $7,965-98.5% | $627-81.4% |