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| Provider | Service type | Compensation |
|---|---|---|
SIKICH LLP5+ years Filed as: SIKICH CAPITAL MANAGEMENT, LLC Service code 15 · EIN 36-3168081 | Recordkeeping | $21,037 |
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,520 |
ADP BROKER-DEALER5+ 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $26,252 | $26,479-0.9% | $74,719-64.9% | $77,775-66.2% |
| Participation rate | 20.6% | 37.6%-17.1pp | 54.5%-33.9pp | 73.2%-52.7pp |
| Annual return | 25.02% | 38.31%-13.3pp | 753.05%-728.0pp | 32.58%-7.6pp |
| Employer contribution / active EE | $85 | $440-80.7% | $1,084-92.2% | $2,504-96.6% |
| Participant deferral / active EE | $630 | $1,074-41.4% | $1,963-67.9% | $3,966-84.1% |
| Admin fee / account holder | $59 | $119-50.6% | $3,334-98.2% | $100-41.3% |