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| Provider | Service type | Compensation |
|---|---|---|
DIMEO SCHNEIDER & ASSOCIATES LLC3+ years Service code 20 · EIN 36-4001764 500 W MADISON STREET, STE 3855 · CHICAGO, IL 60661 | Trustee (individual) | $21,550 |
Filed as: FUHRMAN, SMOLSKY & FUREY PC Service code 10 · EIN 47-0742379 9805 NICHOLAS STREET, STE 395 · OMAHA, NE 681142168 | Accounting | $8,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $196,343 | $58,726+234.3% | $92,240+112.9% | $62,293+215.2% |
| Participation rate | 63.0% | 68.3%-5.3pp | 76.5%-13.4pp | 69.5%-6.5pp |
| Annual return | 15.59% | 43.62%-28.0pp | 176.29%-160.7pp | 28.90%-13.3pp |
| Employer contribution / active EE | $7,931 | $2,392+231.6% | $3,680+115.5% | $2,042+288.4% |
| Participant deferral / active EE | $0 | $2,766-100.0% | $3,897-100.0% | $3,169-100.0% |
| Admin fee / account holder | $312 | $556-44.0% | $5,194-94.0% | $479-35.0% |