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| Provider | Service type | Compensation |
|---|---|---|
DIMEO SCHNEIDER & ASSOCIATES LLC4+ years Service code 20 · EIN 36-4001764 500 W MADISON STREET, STE 3855 · CHICAGO, IL 60661 | Trustee (individual) | $21,700 |
FUHRMAN, SMOLSKY & FUREY, P.C.4+ years Service code 10 · EIN 47-0742379 9802 NICHOLAS STREET, STE 395 · OMAHA, NE 681142168 | Accounting | $8,400 |
Filed as: DOUGLAS D. KUHLERS CPA, P.C. Service code 10 · EIN 20-8243033 4852 S 133RD ST, STE 107 · OMAHA, NE 681371773 | Accounting | $5,720 |
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 | $187,291 | $55,449+237.8% | $83,831+123.4% | $56,289+232.7% |
| Participation rate | 64.3% | 68.0%-3.8pp | 76.1%-11.9pp | 69.9%-5.6pp |
| Annual return | -5.04% | -1.38%-3.7pp | 850.99%-856.0pp | -9.96%+4.9pp |
| Employer contribution / active EE | $9,398 | $2,430+286.7% | $3,631+158.8% | $2,111+345.2% |
| Participant deferral / active EE | $0 | $2,935-100.0% | $4,082-100.0% | $3,350-100.0% |
| Admin fee / account holder | $312 | $656-52.4% | $5,479-94.3% | $521-40.1% |