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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 04-1590850 | Other Services | $2,623,052 |
TRINET1 year Filed as: TRINET HR III, INC. Service code 14 · EIN 48-1304650 | Plan Administrator | $94,872 |
Filed as: DIMEO SCHNEIDER & ASSOCIATES Service code 27 · EIN 36-4001764 | Advisory (Plan) | $52,714 |
MAYER HOFFMAN MCCANN P.C.5 years Service code 10 · EIN 43-1947695 | Accounting | $32,500 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 49 | Other Services | $7,824 |
CHARLES SCHWAB & CO., INC.5 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $1,760 |
AMERICAN FUNDS4 years Service code 52 | Indirect Investment Fees | $0 |
BIARD FUNDS4 years Service code 52 | Indirect Investment Fees | $0 |
BLACKROCK4 years Service code 52 | Indirect Investment Fees | $0 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB & CO, INC Service code 59 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,949 | $97,018+4.1% | $149,715-32.6% | $106,222-5.0% |
| Participation rate | 69.1% | 67.0%+2.1pp | 82.5%-13.4pp | 70.8%-1.8pp |
| Annual return | 18.67% | 24.13%-5.5pp | 276.66%-258.0pp | 21.69%-3.0pp |
| Employer contribution / active EE | $2,699 | $2,520+7.1% | $4,645-41.9% | $2,723-0.9% |
| Participant deferral / active EE | $7,932 | $5,988+32.5% | $6,842+15.9% | $4,600+72.4% |
| Admin fee / account holder | $154 | $72+113.7% | $9,310-98.3% | $78+96.5% |