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| Provider | Service type | Compensation |
|---|---|---|
DIMEO SCHNEIDER & ASSOCIATES LLC1+ years Filed as: FIDUCIARY INVESTMENT Service code 27 · EIN 20-4751585 | Advisory (Plan) | $50,112 |
CHERNOFF DIAMOND & CO., LLC1+ years Filed as: CHERNOFF DIAMOND Service code 11 · EIN 11-2836994 | Actuarial | $26,000 |
MMA SECURITIES LLC1+ years Filed as: MARSH USA INC. Service code 22 · EIN 36-1436000 | Insurance Broker | $24,900 |
MARTIN FLEISHER, JD1+ years Service code 29 · EIN 20-0357886 | Legal | $15,301 |
Service code 37 · EIN 04-2647786 | Loan Processing | $11,334 |
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,368 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $357,214 | $80,177+345.5% | $123,894+188.3% | $57,661+519.5% |
| Participation rate | 93.1% | 74.4%+18.7pp | 81.4%+11.7pp | 70.2%+22.9pp |
| Annual return | -1.46% | 17.90%-19.4pp | 47.52%-49.0pp | 5.13%-6.6pp |
| Employer contribution / active EE | $9,588 | $2,913+229.2% | $4,617+107.7% | $1,974+385.8% |
| Participant deferral / active EE | $11,838 | $5,130+130.8% | $5,984+97.8% | $3,061+286.8% |
| Admin fee / account holder | $155 | $106+46.2% | $8,357-98.1% | $95+64.4% |