Filed January 11, 2023 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: DIMEO SCHNEIDER & ASSOCIATES Service code 16 · EIN 36-4001764 | Consulting | $34,906 |
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 | $135,185 | $95,542+41.5% | $69,483+94.6% | $67,582+100.0% |
| Participation rate | 79.9% | 79.4%+0.5pp | 74.6%+5.3pp | 71.3%+8.6pp |
| Annual return | 17.71% | 17.67%0pp | 28.99%-11.3pp | 378.57%-360.9pp |
| Employer contribution / active EE | $3,450 | $2,989+15.4% | $2,780+24.1% | $2,148+60.6% |
| Participant deferral / active EE | $3,298 | $3,263+1.1% | $3,537-6.8% | $3,539-6.8% |
| Admin fee / account holder | $39 | $90-56.8% | $3,841-99.0% | $142-72.7% |