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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) | $41,800 |
Filed as: CUNA MUTUAL Service code 15 5910 MINERAL POINT ROAD · MADISON, WI 53705 | Recordkeeping | $35,235 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $36,161 | $120,057-69.9% | $75,731-52.3% | $93,010-61.1% |
| Participation rate | 52.6% | 77.3%-24.7pp | 74.8%-22.3pp | 73.9%-21.3pp |
| Annual return | 35.25% | 19.62%+15.6pp | 104.65%-69.4pp | 158.70%-123.5pp |
| Employer contribution / active EE | $1,282 | $3,253-60.6% | $2,743-53.3% | $2,705-52.6% |
| Participant deferral / active EE | $2,973 | $4,089-27.3% | $3,820-22.2% | $4,561-34.8% |
| Admin fee / account holder | $39 | $81-51.7% | $3,620-98.9% | $152-74.1% |