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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $75,629 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $31,025 |
SIKICH LLP1 year Filed as: SIKICH, LLP Service code 10 · EIN 36-3168081 | Accounting | $16,490 |
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 | $98,960 | $66,650+48.5% | $92,915+6.5% | $67,582+46.4% |
| Participation rate | 83.9% | 72.5%+11.4pp | 76.0%+7.9pp | 71.3%+12.6pp |
| Annual return | 20.01% | 92.64%-72.6pp | 109.45%-89.4pp | 378.57%-358.6pp |
| Employer contribution / active EE | $2,928 | $2,777+5.5% | $3,653-19.8% | $2,148+36.3% |
| Participant deferral / active EE | $5,103 | $3,160+61.5% | $4,238+20.4% | $3,539+44.2% |
| Admin fee / account holder | $369 | $199+85.6% | $5,796-93.6% | $142+159.6% |