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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $21,618 |
GERBER LLC1 year Filed as: GERBER KAWASAKI Service code 27 · EIN 27-2274173 | Advisory (Plan) | $14,759 |
RPA FINANCIAL, LLC1 year Filed as: RPA FINANCIAL LLC Service code 27 | Advisory (Plan) | $3,002 |
HICKS PENSION SERVICES1 year Filed as: HICKS PENSION SERVICES - SANLUISOBI Service code 15 | Recordkeeping | $1,250 |
Filed as: TRANSAMERICA TRUST COMPANY Service code 21 · EIN 42-0947998 | Bank Trustee | $21 |
Employer 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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,715 | $180,978-75.3% | $147,117-69.6% | - |
| Participation rate | 86.9% | 77.3%+9.6pp | 82.2%+4.7pp | - |
| Annual return | 16.25% | 12.24%+4.0pp | 420.54%-404.3pp | - |
| Employer contribution / active EE | $0 | $3,338-100.0% | $4,932-100.0% | - |
| Participant deferral / active EE | $8,708 | $6,936+25.5% | $8,065+8.0% | - |
| Admin fee / account holder | $281 | $27,876-99.0% | $12,993-97.8% | - |