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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) | $65,000 |
Filed as: MORGAN LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $63,149 |
Service code 37 · EIN 04-2647786 | Loan Processing | $38,145 |
CROWE LLP2+ years Filed as: CROWE HORWATH Service code 10 · EIN 35-0921680 | Accounting | $22,088 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $46,410 | $80,211-42.1% | $74,184-37.4% | $63,975-27.5% |
| Participation rate | 89.3% | 84.2%+5.1pp | 76.6%+12.7pp | 71.1%+18.2pp |
| Annual return | 6.97% | 14.13%-7.2pp | 17.74%-10.8pp | 48.65%-41.7pp |
| Employer contribution / active EE | $1,170 | $2,553-54.2% | $2,370-50.6% | $2,182-46.4% |
| Participant deferral / active EE | $3,257 | $4,370-25.5% | $3,550-8.3% | $3,356-3.0% |
| Admin fee / account holder | $56 | $67-17.2% | $5,586-99.0% | $70-21.0% |