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| Provider | Service type | Compensation |
|---|---|---|
SIKICH LLP6+ years Filed as: SIKICH CAPITAL MANAGEMENT, LLC Service code 15 · EIN 36-3168081 | Recordkeeping | $20,736 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,115 |
ADP BROKER-DEALER6+ 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,161 | $29,516-11.4% | $77,513-66.3% | $90,274-71.0% |
| Participation rate | 25.2% | 33.7%-8.5pp | 54.2%-29.0pp | 73.4%-48.2pp |
| Annual return | 12.47% | 231.18%-218.7pp | 54.81%-42.3pp | 53.97%-41.5pp |
| Employer contribution / active EE | $0 | $381-100.0% | $987-100.0% | $2,523-100.0% |
| Participant deferral / active EE | $614 | $944-35.0% | $1,861-67.0% | $4,231-85.5% |
| Admin fee / account holder | $57 | $106-46.5% | $2,859-98.0% | $114-50.4% |