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| Provider | Service type | Compensation |
|---|---|---|
JOHNSON BANK9+ years Service code 15 · EIN 39-1141446 | Recordkeeping | $49,346 |
SIKICH LLP1 year Filed as: SIKICH CPA Service code 10 · EIN 54-1172176 | Accounting | $13,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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 | $73,845 | $101,653-27.4% | $147,080-49.8% | $74,459-0.8% |
| Participation rate | 84.4% | 75.6%+8.9pp | 82.2%+2.3pp | 67.2%+17.2pp |
| Annual return | 11.57% | 8754.98%-8743.4pp | 420.17%-408.6pp | 1369.70%-1358.1pp |
| Employer contribution / active EE | $1,113 | $3,813-70.8% | $4,933-77.4% | $2,626-57.6% |
| Participant deferral / active EE | $4,884 | $7,304-33.1% | $8,066-39.5% | $4,350+12.3% |
| Admin fee / account holder | $371 | $1,752-78.8% | $12,989-97.1% | $1,945-80.9% |