Filed September 21, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,836,573 |
DIMEO SCHNEIDER & ASSOCIATES LLC3+ years Filed as: DIMEO SCHNEIDER Service code 16 · EIN 36-4001764 | Consulting | $95,017 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,631 | $80,506+53.6% | $136,298-9.3% | $80,976+52.7% |
| Participation rate | 98.6% | 61.9%+36.8pp | 81.9%+16.7pp | 68.3%+30.4pp |
| Annual return | 18.23% | 27.70%-9.5pp | 5156.27%-5138.0pp | 22.91%-4.7pp |
| Employer contribution / active EE | $2,242 | $1,943+15.4% | $4,696-52.3% | $2,402-6.7% |
| Participant deferral / active EE | $7,180 | $4,601+56.0% | $6,247+14.9% | $3,848+86.6% |
| Admin fee / account holder | $80 | $72+10.9% | $9,244-99.1% | $67+18.2% |