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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $53,336 |
STRATEGIC ADVISORS, INC.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $30,858 |
Filed as: DIMEO SCHNEIDER & ASSOCIATES, LLC Service code 26 · EIN 36-4001764 | Advisory (Participants) | $14,665 |
BONADIO & CO., LLP4 years Filed as: BONADIO & CO LLP Service code 10 · EIN 16-1131146 | Accounting | $11,200 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $244,515 | $104,336+134.4% | $159,495+53.3% | $86,828+181.6% |
| Participation rate | 98.6% | 77.7%+20.9pp | 82.8%+15.8pp | 72.3%+26.3pp |
| Annual return | 13.40% | 26.32%-12.9pp | 263.72%-250.3pp | 97.95%-84.5pp |
| Employer contribution / active EE | $12,306 | $3,451+256.6% | $4,831+154.7% | $2,406+411.4% |
| Participant deferral / active EE | $5,216 | $6,837-23.7% | $7,354-29.1% | $4,132+26.2% |
| Admin fee / account holder | $131 | $172-24.0% | $10,804-98.8% | $170-22.8% |