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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 65-0608221 | Recordkeeping | $16,768 |
VON BRIESEN & ROPER2 years Filed as: VON BERGE WEALTH MANAGEMENT Service code 26 600 WEST BROADWAY · SAN DIEGO, CA 92101 | Advisory (Participants) | $12,544 |
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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,178 | $101,653-75.2% | $147,080-82.9% | $74,459-66.2% |
| Participation rate | 33.1% | 75.6%-42.4pp | 82.2%-49.0pp | 67.2%-34.1pp |
| Annual return | 19.50% | 8754.98%-8735.5pp | 420.17%-400.7pp | 1369.70%-1350.2pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,933-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $3,582 | $7,304-51.0% | $8,066-55.6% | $4,350-17.7% |
| Admin fee / account holder | $310 | $1,752-82.3% | $12,989-97.6% | $1,945-84.0% |