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| Provider | Service type | Compensation |
|---|---|---|
DIMEO SCHNEIDER & ASSOCIATES LLC3+ years Filed as: FIDUCIARY INVESTMENT Service code 27 · EIN 20-4751585 | Advisory (Plan) | $50,460 |
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $27,331 |
CHERNOFF DIAMOND & CO., LLC3+ years Filed as: CHERNOFF DIAMOND Service code 11 · EIN 11-2836994 | Actuarial | $26,000 |
MMA SECURITIES LLC3+ years Filed as: MARSH USA INC. Service code 23 · EIN 36-1436000 | Insurance services | $24,904 |
MARTIN FLEISHER, JD2 years Filed as: MARTIN FLEISHER, JD PC Service code 29 · EIN 20-0357886 | Legal | $6,971 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$305,425 |
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 | $442,205 | $75,388+486.6% | $123,553+257.9% | $55,727+693.5% |
| Participation rate | 95.4% | 75.7%+19.7pp | 82.3%+13.1pp | 70.9%+24.6pp |
| Annual return | 13.29% | 4.48%+8.8pp | 119.21%-105.9pp | 244.94%-231.7pp |
| Employer contribution / active EE | $9,956 | $3,063+225.0% | $4,628+115.1% | $2,078+379.1% |
| Participant deferral / active EE | $12,861 | $5,651+127.6% | $6,426+100.1% | $3,356+283.3% |
| Admin fee / account holder | $161 | $120+34.2% | $9,284-98.3% | $115+39.5% |