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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 27-4418309 | Advisory (Participants) | $26,065 |
Service code 12 · EIN 47-0098400 | Direct payment from the plan; Other s... | $25,985 |
SIKICH LLP1 year Filed as: SIKICH, LLC Service code 12 · EIN 36-3168081 | Consulting (pension); Recordkeeping a... | $12,300 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $2,143 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $52,031 | $53,165-2.1% | $86,209-39.6% | $74,440-30.1% |
| Participation rate | 33.1% | 64.9%-31.8pp | 69.0%-35.9pp | 70.7%-37.7pp |
| Annual return | 17.69% | 22.64%-4.9pp | 1169.05%-1151.4pp | 34.37%-16.7pp |
| Employer contribution / active EE | $630 | $1,210-48.0% | $2,381-73.6% | $2,638-76.1% |
| Participant deferral / active EE | $2,354 | $3,234-27.2% | $3,986-41.0% | $4,529-48.0% |
| Admin fee / account holder | $346 | $551-37.2% | $6,853-94.9% | $348-0.4% |