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| Provider | Service type | Compensation |
|---|---|---|
HBE LLP1 year Service code 10 · EIN 47-0677245 9802 NICHOLAS, STE 395 · OMAHA, NE 68114 | Accounting | $8,750 |
DIMEO SCHNEIDER & ASSOCIATES LLC5+ years Service code 20 · EIN 36-4001764 500 W MADISON STREET, STE 3855 · CHICAGO, IL 60661 | Trustee (individual) | $0 |
Filed as: DOUGLAS D KUHLERS CPA, PC Service code 10 · EIN 20-8243033 4852 S 133RD STREET STE 107 · OMAHA, NE 681371773 | Accounting | $0 |
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 | $203,951 | $63,114+223.1% | $92,909+119.5% | $65,185+212.9% |
| Participation rate | 97.7% | 68.8%+29.0pp | 76.0%+21.7pp | 70.2%+27.5pp |
| Annual return | 20.38% | 28.75%-8.4pp | 109.44%-89.1pp | 29.38%-9.0pp |
| Employer contribution / active EE | $14,031 | $2,571+445.8% | $3,653+284.1% | $2,177+544.6% |
| Participant deferral / active EE | $0 | $3,108-100.0% | $4,238-100.0% | $3,514-100.0% |
| Admin fee / account holder | $303 | $624-51.5% | $5,795-94.8% | $847-64.3% |