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| Provider | Service type | Compensation |
|---|---|---|
Filed as: DIMEO SCHNEIDER & ASSOCIATES, LLC Service code 27 · EIN 36-4001764 | Advisory (Plan) | $49,654 |
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $44,083 |
COBBLESTONE CAPITAL ADVISORS3 years Service code 16 · EIN 16-1543732 | Consulting | $19,905 |
BONADIO & CO., LLP2 years Filed as: BONADIO & CO LLP Service code 10 · EIN 16-1131146 | Accounting | $10,000 |
Service code 16 · EIN 46-2005901 | Consulting | $6,250 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$73,680 |
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 | $568,462 | $88,122+545.1% | $141,200+302.6% | $67,584+741.1% |
| Participation rate | 98.9% | 76.5%+22.5pp | 82.5%+16.5pp | 71.3%+27.7pp |
| Annual return | 22.12% | 75.40%-53.3pp | 71.41%-49.3pp | 378.59%-356.5pp |
| Employer contribution / active EE | $13,095 | $3,224+306.1% | $4,736+176.5% | $2,148+509.7% |
| Participant deferral / active EE | $11,938 | $5,958+100.4% | $6,710+77.9% | $3,540+237.3% |
| Admin fee / account holder | $47 | $131-63.9% | $10,265-99.5% | $142-66.8% |