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| Provider | Service type | Compensation |
|---|---|---|
DIMEO SCHNEIDER & ASSOCIATES LLC2+ years Filed as: DIMEO SCHNEIDER & ASSOCIATES Service code 27 · EIN 36-4001764 | Advisory (Plan) | $65,156 |
CHARLES SCHWAB & CO., INC.2+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $444 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $415,031-100.0% | $264,156-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 45.6%-45.6pp | - |
| Annual return | 7.17% | 15.23%-8.1pp | 4.74%+2.4pp | - |
| Employer contribution / active EE | $36,490 | $39,272-7.1% | $46,220-21.1% | - |
| Participant deferral / active EE | $0 | $0 | $248-100.0% | - |
| Admin fee / account holder | $0 | $113,846-100.0% | $12,050-100.0% | - |