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| Provider | Service type | Compensation |
|---|---|---|
KERBERROSE WEALTH MANAGEMENT3 years Filed as: KERBERROSE WEALTH MGMT Service code 26 · EIN 30-0793896 | Advisory (Participants) | $32,515 |
REHMANN ROBSON2 years Filed as: REHMANN ROBSON LLC Service code 10 · EIN 38-3635706 | Accounting | $26,921 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $8,765 |
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.)
Annual investment return 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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,366 | $55,415-34.4% | $155,509-76.6% | $74,495-51.2% |
| Participation rate | 63.6% | 61.9%+1.7pp | 78.2%-14.6pp | 67.2%-3.6pp |
| Annual return | 8.87% | 268.50%-259.6pp | 64.67%-55.8pp | 1364.94%-1356.1pp |
| Employer contribution / active EE | $1,405 | $2,267-38.0% | $4,672-69.9% | $2,623-46.5% |
| Participant deferral / active EE | $1,581 | $2,836-44.3% | $5,626-71.9% | $4,346-63.6% |
| Admin fee / account holder | $323 | $1,738-81.4% | $15,912-98.0% | $1,942-83.4% |