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| Provider | Service type | Compensation |
|---|---|---|
DIMEO SCHNEIDER & ASSOCIATES LLC1+ years Service code 20 · EIN 36-4001764 500 W MADISON STREET, STE 3855 · CHICAGO, IL 60661 | Trustee (individual) | $21,300 |
FUHRMAN, SMOLSKY & FUREY, P.C.1+ years Service code 10 · EIN 47-0742379 9805 NICHOLAS STREET, STE 395 · OMAHA, NE 681142168 | Accounting | $7,700 |
Filed as: DOUGLAS D KUHLERS CPA, P.C. Service code 10 · EIN 20-8243033 4852 S. 133RD STREET, STE 107 · OMAHA, NE 681371773 | Accounting | $5,005 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $142,460 | $50,464+182.3% | $75,784+88.0% | $52,331+172.2% |
| Participation rate | 69.7% | 66.8%+3.0pp | 75.8%-6.1pp | 68.1%+1.6pp |
| Annual return | -0.15% | 1.03%-1.2pp | 9.68%-9.8pp | 4.54%-4.7pp |
| Employer contribution / active EE | $8,667 | $1,988+335.9% | $3,323+160.8% | $1,882+360.6% |
| Participant deferral / active EE | $0 | $2,570-100.0% | $3,652-100.0% | $3,022-100.0% |
| Admin fee / account holder | $240 | $1,103-78.3% | $5,300-95.5% | $592-59.5% |