Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
DIMEO SCHNEIDER & ASSOCIATES LLC6+ years Filed as: FIDUCIARY INVESTMENT Service code 27 · EIN 20-4751585 | Advisory (Plan) | $50,000 |
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $44,838 |
MMA SECURITIES LLC6+ years Filed as: MARSH USA INC. Service code 22 · EIN 36-1436000 | Insurance Broker | $40,137 |
USI CONSULTING GROUP1 year Filed as: USI CONSULTING GROUP, INC. Service code 11 · EIN 06-1053228 | Actuarial | $26,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $11,210 |
MARTIN FLEISHER, JD6+ years Service code 29 · EIN 20-0357886 | Legal | $8,693 |
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 | $560,553 | $104,336+437.3% | $159,495+251.5% | $86,828+545.6% |
| Participation rate | 97.3% | 77.7%+19.5pp | 82.8%+14.4pp | 72.3%+25.0pp |
| Annual return | 41.74% | 26.32%+15.4pp | 263.72%-222.0pp | 97.95%-56.2pp |
| Employer contribution / active EE | $10,128 | $3,451+193.5% | $4,831+109.6% | $2,406+320.9% |
| Participant deferral / active EE | $15,433 | $6,837+125.7% | $7,354+109.9% | $4,132+273.5% |
| Admin fee / account holder | $189 | $172+9.7% | $10,804-98.3% | $170+11.5% |