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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRIME BUCHHOLZ & ASSOCIATES Service code 99 PO BOX 16011 · LEWISTON, ME 04232 | Other Fees | $98,448 |
Filed as: DIMEO SCHNEIDER & ASSOCIATES, LLC Service code 27 · EIN 36-4001764 | Advisory (Plan) | $37,518 |
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $36,575 |
Filed as: COBBLESTONE Service code 16 · EIN 16-1543732 | Consulting | $33,435 |
BONADIO & CO., LLP1 year Filed as: BONADIO & CO LLP Service code 10 · EIN 16-1131146 | Accounting | $18,900 |
SENECA4+ years Service code 16 · EIN 26-2410135 | Consulting | $11,000 |
Service code 16 · EIN 46-2005901 | Consulting | $6,025 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$125,238 |
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 | $471,468 | $75,388+525.4% | $123,553+281.6% | $55,727+746.0% |
| Participation rate | 99.3% | 75.7%+23.6pp | 82.3%+17.0pp | 70.9%+28.4pp |
| Annual return | -5.07% | 4.48%-9.5pp | 119.21%-124.3pp | 244.94%-250.0pp |
| Employer contribution / active EE | $13,257 | $3,063+332.8% | $4,628+186.4% | $2,078+537.9% |
| Participant deferral / active EE | $11,279 | $5,651+99.6% | $6,426+75.5% | $3,356+236.1% |
| Admin fee / account holder | $110 | $120-8.3% | $9,284-98.8% | $115-4.7% |