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| Provider | Service type | Compensation |
|---|---|---|
DIMEO SCHNEIDER & ASSOCIATES LLC6+ years Service code 20 · EIN 36-4001764 500 W MADISON STREET, STE 3855 · CHICAGO, IL 60661 | Trustee (individual) | $22,250 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD FIDUCIARY SERVICES Service code 13 · EIN 23-2186884 PO BOX 1101 · VALLEY FORGE, PA 19482 | Contract Administrator | $9,750 |
HBE LLP2 years Service code 10 · EIN 47-0677245 PO BOX 23110 · LINCOLN, NE 685423110 | Accounting | $9,025 |
Filed as: DOUGLAS D KUHLERS CPA PC Service code 10 · EIN 20-8243033 4852 S 133RD STREET STE 107 · OMAHA, NE 681371773 | Accounting | $7,804 |
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 | $219,763 | $69,383+216.7% | $101,271+117.0% | $73,493+199.0% |
| Participation rate | 98.4% | 68.4%+30.0pp | 75.8%+22.6pp | 70.7%+27.7pp |
| Annual return | 12.89% | 18.46%-5.6pp | 46.48%-33.6pp | 28.51%-15.6pp |
| Employer contribution / active EE | $12,359 | $2,628+370.2% | $3,660+237.7% | $2,270+444.4% |
| Participant deferral / active EE | $0 | $3,301-100.0% | $4,371-100.0% | $3,740-100.0% |
| Admin fee / account holder | $271 | $704-61.5% | $5,948-95.4% | $513-47.2% |