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| Provider | Service type | Compensation |
|---|---|---|
SIKICH LLP1+ years Filed as: SIKICH Service code 10 · EIN 36-3168081 | Accounting | $10,000 |
MORNINGSTAR1+ years Service code 26 · EIN 36-3297908 | Advisory (Participants) | $6,889 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $3,403 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $92,993 | $37,117+150.5% | $147,617-37.0% | $55,191+68.5% |
| Participation rate | 66.8% | 63.6%+3.2pp | 84.6%-17.9pp | 69.2%-2.4pp |
| Annual return | 1.31% | 3.44%-2.1pp | 61.98%-60.7pp | 10.78%-9.5pp |
| Employer contribution / active EE | $1,719 | $1,620+6.1% | $5,564-69.1% | $1,899-9.5% |
| Participant deferral / active EE | $5,468 | $1,985+175.4% | $4,895+11.7% | $3,046+79.5% |
| Admin fee / account holder | $30 | $86-65.0% | $11,612-99.7% | $91-67.0% |