See peer percentile detail. $4.99 for your first month.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 65-0608221 | Recordkeeping | $20,111 |
VON BRIESEN & ROPER3 years Filed as: VON BERGE WEALTH MANAGEMENT Service code 26 600 WEST BROADWAY · SAN DIEGO, CA 92101 | Advisory (Participants) | $14,206 |
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,943 | $100,923-68.3% | $150,045-78.7% | $74,304-57.0% |
| Participation rate | 28.7% | 70.1%-41.4pp | 82.3%-53.7pp | 60.3%-31.7pp |
| Annual return | 14.31% | 51.77%-37.5pp | 62.55%-48.2pp | 29.43%-15.1pp |
| Employer contribution / active EE | $0 | $3,463-100.0% | $4,693-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $2,797 | $6,709-58.3% | $7,997-65.0% | $3,767-25.8% |
| Admin fee / account holder | $396 | $2,767-85.7% | $13,435-97.1% | $2,969-86.7% |