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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $9,168 |
MORNINGSTAR2+ years Service code 26 · EIN 36-3297908 | Advisory (Participants) | $9,022 |
SIKICH LLP2+ years Filed as: SIKICH Service code 99 · EIN 36-3168081 | Other Fees | $5,917 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $97,772 | $36,916+164.8% | $156,551-37.5% | $57,658+69.6% |
| Participation rate | 60.2% | 63.4%-3.2pp | 84.0%-23.8pp | 70.2%-10.0pp |
| Annual return | 7.31% | 12.38%-5.1pp | 32.23%-24.9pp | 5.13%+2.2pp |
| Employer contribution / active EE | $1,535 | $1,571-2.3% | $5,501-72.1% | $1,974-22.2% |
| Participant deferral / active EE | $4,842 | $1,926+151.5% | $4,871-0.6% | $3,061+58.2% |
| Admin fee / account holder | $36 | $82-56.8% | $13,028-99.7% | $95-62.3% |