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| Provider | Service type | Compensation |
|---|---|---|
DIMEO SCHNEIDER & ASSOCIATES LLC5+ years Service code 27 · EIN 36-4001764 | Advisory (Plan) | $167,260 |
OCTOBER THREE CONSULTING LLC5+ years Service code 11 · EIN 27-1175487 | Actuarial | $151,333 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $0 | $1,557,172-100.0% | $346,182-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 10.0%-10.0pp | 52.1%-52.1pp | 1.2%-1.2pp |
| Annual return | 12.28% | 17.70%-5.4pp | 13.48%-1.2pp | 53.27%-41.0pp |
| Employer contribution / active EE | $106,361 | $40,511+162.5% | $47,067+126.0% | $14,774+619.9% |
| Participant deferral / active EE | $0 | $17,273-100.0% | $200-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $8,714-100.0% | $14,572-100.0% | $13,289-100.0% |