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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 | $79,867+131.0% | $120,344+53.3% | $64,340+186.7% |
| Participation rate | 100.0% | 63.0%+37.0pp | 76.7%+23.3pp | 55.2%+44.8pp |
| Annual return | 12.04% | 21.10%-9.1pp | 20.30%-8.3pp | 24.14%-12.1pp |
| Employer contribution / active EE | $7,334 | $1,925+281.1% | $3,020+142.8% | $1,862+294.0% |
| Participant deferral / active EE | $12,378 | $3,593+244.5% | $5,135+141.1% | $2,980+315.3% |
| Admin fee / account holder | $324 | $5,039-93.6% | $12,742-97.5% | $3,703-91.2% |