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| Provider | Service type | Compensation |
|---|---|---|
GERBER LLC2 years Filed as: GERBER TAYLOR Service code 27 · EIN 62-1420786 | Advisory (Plan) | $35,175 |
Service code 37 · EIN 04-2647786 | Loan Processing | $34,493 |
BKD, LLP1 year Filed as: DIXON HUGHES GOODMAN Service code 10 · EIN 56-0747981 | Accounting | $14,000 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $66,234 | $33,826+95.8% | $88,632-25.3% | $67,582-2.0% |
| Participation rate | 64.9% | 64.6%+0.3pp | 68.8%-3.8pp | 71.3%-6.3pp |
| Annual return | 5.13% | 68.24%-63.1pp | 43.75%-38.6pp | 378.57%-373.4pp |
| Employer contribution / active EE | $835 | $1,232-32.2% | $2,101-60.3% | $2,148-61.1% |
| Participant deferral / active EE | $2,660 | $2,089+27.4% | $2,917-8.8% | $3,539-24.8% |
| Admin fee / account holder | $328 | $134+145.3% | $4,308-92.4% | $142+130.6% |