| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,040,493 |
DIMEO SCHNEIDER & ASSOCIATES LLC2+ 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 | $146,871 | $81,961+79.2% | $141,200+4.0% | $89,609+63.9% |
| Participation rate | 98.7% | 64.9%+33.8pp | 82.5%+16.2pp | 69.6%+29.1pp |
| Annual return | 24.97% | 36.14%-11.2pp | 71.41%-46.4pp | 33.65%-8.7pp |
| Employer contribution / active EE | $2,629 | $2,268+15.9% | $4,736-44.5% | $2,584+1.7% |
| Participant deferral / active EE | $8,320 | $5,316+56.5% | $6,710+24.0% | $4,222+97.1% |
| Admin fee / account holder | $92 | $68+35.4% | $10,265-99.1% | $72+28.7% |