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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $400,435 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $124,122 |
SIKICH LLP1 year Filed as: SIKICH CPA LLC Service code 10 · EIN 36-3168081 | Accounting | $16,330 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,839 | $152,104-29.8% | $184,256-42.0% | $106,553+0.3% |
| Participation rate | 73.4% | 85.9%-12.5pp | 86.8%-13.4pp | 69.8%+3.6pp |
| Annual return | 31.79% | 20.70%+11.1pp | 28.85%+2.9pp | 17.37%+14.4pp |
| Employer contribution / active EE | $2,352 | $5,326-55.8% | $6,427-63.4% | $3,359-30.0% |
| Participant deferral / active EE | $6,513 | $8,559-23.9% | $9,133-28.7% | $5,562+17.1% |
| Admin fee / account holder | $51 | $103-50.1% | $13,899-99.6% | $80-35.7% |