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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Distribution (12b-1) fees; Recordkeep... | $58,827 |
DIMEO SCHNEIDER & ASSOCIATES LLC3+ years Service code 27 · EIN 36-4001764 | Advisory (Plan) | $25,714 |
MID ATLANTIC CAPITAL CORPORATION3+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $107,062 | $75,284+42.2% | $91,004+17.6% | $69,631+53.8% |
| Participation rate | 62.8% | 80.4%-17.6pp | 75.6%-12.8pp | 70.7%-7.9pp |
| Annual return | 15.83% | 48.40%-32.6pp | 4.60%+11.2pp | 27571.02%-27555.2pp |
| Employer contribution / active EE | $849 | $2,473-65.7% | $2,456-65.4% | $2,032-58.2% |
| Participant deferral / active EE | $2,458 | $3,700-33.6% | $3,548-30.7% | $3,224-23.7% |
| Admin fee / account holder | $320 | $111+189.6% | $5,417-94.1% | $110+190.0% |