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| Provider | Service type | Compensation |
|---|---|---|
Filed as: DIMEO SCHNEIDER & ACCOCIATES, LLC Service code 27 100 NORTHFIELD DR · WINDSOR, CT 060954730 | Advisory (Plan) | $32,154 |
Service code 15 · EIN 48-1205033 | Recordkeeping | $31,298 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,933 | $105,581-74.5% | $70,494-61.8% | $90,274-70.2% |
| Participation rate | 48.6% | 77.5%-28.9pp | 75.1%-26.4pp | 73.4%-24.7pp |
| Annual return | 5.56% | 14.78%-9.2pp | 109.16%-103.6pp | 53.97%-48.4pp |
| Employer contribution / active EE | $1,213 | $3,304-63.3% | $2,738-55.7% | $2,523-51.9% |
| Participant deferral / active EE | $2,769 | $3,813-27.4% | $3,711-25.4% | $4,231-34.5% |
| Admin fee / account holder | $34 | $68-49.9% | $3,848-99.1% | $114-70.4% |