Filed December 5, 2017 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $1,990,901 |
Filed as: DIMEO SCHNEIDER & ASSOC Service code 27 · EIN 36-4001764 | Advisory (Plan) | $61,000 |
BAKER TILLY US, LLP2 years Filed as: BAKER TILLY US LLP Service code 10 · EIN 39-0859910 | Accounting | $19,930 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $13,657 | $104,165-86.9% | $96,188-85.8% | $106,520-87.2% |
| Participation rate | 74.9% | 31.3%+43.6pp | 68.4%+6.5pp | 71.3%+3.6pp |
| Annual return | 20.95% | 25.28%-4.3pp | 192.12%-171.2pp | 19.28%+1.7pp |
| Employer contribution / active EE | $84 | $599-85.9% | $2,800-97.0% | $2,840-97.0% |
| Participant deferral / active EE | $3,248 | $1,572+106.6% | $4,350-25.3% | $4,948-34.4% |
| Admin fee / account holder | $83 | $98-15.3% | $5,538-98.5% | $75+11.4% |