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| Provider | Service type | Compensation |
|---|---|---|
SIKICH LLP1 year Filed as: SIKICH CPA LLC Service code 15 · EIN 54-1172176 | Recordkeeping | $8,150 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $7,108 |
ADP BROKER-DEALER9 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: BENJAMIN F EDWARDS AND CO Service code 49 25 NORTH THIRD STREET · GENEVA, IL 60134 | Other Services | $0 |
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 | $43,563 | $69,745-37.5% | $67,511-35.5% | $74,546-41.6% |
| Participation rate | 93.1% | 71.3%+21.8pp | 72.9%+20.3pp | 67.2%+25.9pp |
| Annual return | 16.77% | -40.37%+57.1pp | 3517.41%-3500.6pp | 1366.03%-1349.3pp |
| Employer contribution / active EE | $1,041 | $2,705-61.5% | $2,733-61.9% | $2,624-60.3% |
| Participant deferral / active EE | $5,646 | $3,636+55.3% | $4,000+41.1% | $4,347+29.9% |
| Admin fee / account holder | $52 | $894-94.2% | $3,999-98.7% | $1,944-97.3% |