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| Provider | Service type | Compensation |
|---|---|---|
SIKICH LLP1+ years Filed as: SIKICH CAPITAL MANAGEMENT, LLC Service code 15 · EIN 36-3168081 | Recordkeeping | $18,266 |
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,275 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $26,410 | $21,965+20.2% | $59,496-55.6% | $59,188-55.4% |
| Participation rate | 13.8% | 32.6%-18.8pp | 54.6%-40.8pp | 69.4%-55.7pp |
| Annual return | 1.66% | 22.15%-20.5pp | 182.05%-180.4pp | 5.51%-3.8pp |
| Employer contribution / active EE | $0 | $316-100.0% | $1,153-100.0% | $2,098-100.0% |
| Participant deferral / active EE | $355 | $732-51.4% | $1,829-80.6% | $3,265-89.1% |
| Admin fee / account holder | $72 | $74-2.8% | $2,232-96.8% | $92-21.6% |