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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SILLICON VALLEY ACCOUNTANCY CORP. Service code 10 · EIN 77-0573994 | Accounting | $37,600 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $5,959 |
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.)
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $38,793 | $46,297-16.2% | $71,671-45.9% | $62,293-37.7% |
| Participation rate | 48.4% | 60.6%-12.2pp | 68.7%-20.3pp | 69.5%-21.1pp |
| Annual return | 18.47% | 22.32%-3.9pp | 20.65%-2.2pp | 28.90%-10.4pp |
| Employer contribution / active EE | $1,172 | $1,412-17.0% | $2,460-52.3% | $2,042-42.6% |
| Participant deferral / active EE | $2,614 | $2,235+16.9% | $3,438-24.0% | $3,169-17.5% |
| Admin fee / account holder | $311 | $461-32.5% | $5,558-94.4% | $479-35.1% |