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| Provider | Service type | Compensation |
|---|---|---|
SIKICH LLP1 year Filed as: SIKICH CAPITAL MANAGEMENT LLC Service code 49 1415 W. DIEHL RD, STE 400 · NAPERVILLE, IL 60563 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $27,624 | $49,471-44.2% | $79,583-65.3% | $66,949-58.7% |
| Participation rate | 5.6% | 61.4%-55.7pp | 69.5%-63.9pp | 69.8%-64.2pp |
| Annual return | 42.74% | 84.30%-41.6pp | 0.16%+42.6pp | 1.57%+41.2pp |
| Employer contribution / active EE | $0 | $1,266-100.0% | $2,414-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $925 | $3,160-70.7% | $3,986-76.8% | $4,239-78.2% |
| Admin fee / account holder | $29 | $595-95.1% | $6,835-99.6% | $594-95.1% |