Filed January 11, 2023 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: DIMEO SCHNEIDER AND ASSOCIATES Service code 16 · EIN 36-4001764 | Consulting | $28,125 |
CROWE LLP1 year Filed as: CROWE HORWATH Service code 10 · EIN 35-0921680 | Accounting | $25,529 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $131,566 | $74,552+76.5% | $63,018+108.8% | $69,631+88.9% |
| Participation rate | 61.7% | 78.3%-16.5pp | 74.8%-13.1pp | 70.7%-9.0pp |
| Annual return | 16.24% | 15.77%+0.5pp | 87.62%-71.4pp | 27571.02%-27554.8pp |
| Employer contribution / active EE | $3,131 | $2,929+6.9% | $2,761+13.4% | $2,032+54.1% |
| Participant deferral / active EE | $2,496 | $2,974-16.1% | $3,330-25.0% | $3,224-22.6% |
| Admin fee / account holder | $60 | $59+1.1% | $3,601-98.3% | $110-45.6% |