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| Provider | Service type | Compensation |
|---|---|---|
DIMEO SCHNEIDER & ASSOCIATES LLC2+ years Filed as: DIMEO SCHNEIDER & ASSOCIATES Service code 17 · EIN 36-4001764 500 W MADISON ST, STE 3855 · CHICAGO, IL 60661 | Pension Consulting | $25,000 |
CALIBRE CPA GROUP PLLC2+ years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 566 W LAKE ST, STE 300 · CHICAGO, IL 60614 | Accounting | $18,925 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 15 690 CANTON STREET · WESTWOOD, MA 02090 | Recordkeeping | $13,188 |
BENEFITS MANAGEMENT GROUP, INC.2+ years Service code 13 · EIN 20-0188125 1520 KENSINGTON, STE 200 · OAKBROOK, IL 60523 | Contract Administrator | $10,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,698 | $81,537-68.5% | $149,721-82.8% | $69,631-63.1% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.1%+12.9pp | 70.7%+29.3pp |
| Annual return | 14.51% | 22.79%-8.3pp | 1501.67%-1487.2pp | 27571.02%-27556.5pp |
| Employer contribution / active EE | $1,975 | $3,239-39.0% | $5,444-63.7% | $2,032-2.8% |
| Participant deferral / active EE | $0 | $4,994-100.0% | $6,568-100.0% | $3,224-100.0% |
| Admin fee / account holder | $109 | $107+1.6% | $11,282-99.0% | $110-1.7% |