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 | $18,750 |
JMM CPA1 year Service code 10 · EIN 47-2940358 | Accounting | $5,000 |
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 | $123,509 | $70,083+76.2% | $59,899+106.2% | $55,725+121.6% |
| Participation rate | 78.1% | 78.4%-0.2pp | 74.7%+3.4pp | 70.9%+7.3pp |
| Annual return | -3.03% | 3.13%-6.2pp | 3.46%-6.5pp | 244.93%-248.0pp |
| Employer contribution / active EE | $3,611 | $2,878+25.4% | $2,723+32.6% | $2,078+73.8% |
| Participant deferral / active EE | $3,590 | $3,079+16.6% | $3,402+5.5% | $3,356+7.0% |
| Admin fee / account holder | $26 | $70-62.6% | $3,592-99.3% | $115-77.1% |