Filed November 5, 2015 (most recent of 3 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
DIMEO SCHNEIDER & ASSOCIATES LLC6+ years Service code 27 · EIN 36-4001764 | Advisory (Plan) | $78,604 |
Filed as: FIDELITY INVSTMNT INST OPR CO, INC. Service code 15 · EIN 04-2647786 | Recordkeeping | $13,859 |
FOLEY & LARDNER LLP6+ years Service code 12 · EIN 36-4001764 | Contract Administrator; Participant l... | $10,740 |
FASCORE, LLC1 year Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $200 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $235,796 | $105,581+123.3% | $70,492+234.5% | $90,274+161.2% |
| Participation rate | 68.5% | 77.5%-9.1pp | 75.1%-6.6pp | 73.4%-4.9pp |
| Annual return | 13.42% | 14.78%-1.4pp | 109.16%-95.7pp | 53.97%-40.6pp |
| Employer contribution / active EE | $4,976 | $3,304+50.6% | $2,738+81.7% | $2,523+97.2% |
| Participant deferral / active EE | $7,032 | $3,813+84.4% | $3,711+89.5% | $4,231+66.2% |
| Admin fee / account holder | $45 | $68-33.1% | $3,848-98.8% | $114-60.4% |