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| Provider | Service type | Compensation |
|---|---|---|
FGMK FINANCIAL SERVICES, LLC2 years Service code 49 · EIN 20-0128147 2801 LAKESIDE DRIVE, 3RD FLOOR · BANNOCKBURN, IL 60015 | Other Services | $7,901 |
SIKICH LLP1 year Service code 99 · EIN 11-1000111 | Other Fees | $2,660 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $42,733 | $56,638-24.6% | $169,390-74.8% | $74,460-42.6% |
| Participation rate | 19.2% | 67.5%-48.3pp | 77.2%-57.9pp | 70.7%-51.5pp |
| Annual return | 17.42% | 24.75%-7.3pp | 406.07%-388.7pp | 34.38%-17.0pp |
| Employer contribution / active EE | $276 | $2,027-86.4% | $4,013-93.1% | $2,638-89.5% |
| Participant deferral / active EE | $833 | $4,223-80.3% | $6,222-86.6% | $4,530-81.6% |
| Admin fee / account holder | $152 | $307-50.5% | $9,015-98.3% | $348-56.3% |