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| Provider | Service type | Compensation |
|---|---|---|
Filed as: DIMEO SCHNEIDER & ASSOCIATES, LLC Service code 15 · EIN 36-4001764 | Recordkeeping | $46,515 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $13,460 |
ADP BROKER-DEALER2 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 | $188,280 | $86,938+116.6% | $102,423+83.8% | $80,925+132.7% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 12.07% | 18.89%-6.8pp | 29.42%-17.4pp | 35.65%-23.6pp |
| Employer contribution / active EE | $8,066 | $2,369+240.4% | $3,023+166.8% | $2,756+192.6% |
| Participant deferral / active EE | $16,768 | $4,120+306.9% | $5,054+231.8% | $4,299+290.1% |
| Admin fee / account holder | $382 | $8,053-95.3% | $9,455-96.0% | $6,940-94.5% |