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| Provider | Service type | Compensation |
|---|---|---|
GERBER LLC5 years Filed as: GERBER TAYLOR Service code 27 · EIN 62-1420786 | Advisory (Plan) | $70,561 |
Service code 37 · EIN 04-2647786 | Loan Processing | $41,705 |
FORVIS, LLP1 year Service code 10 · EIN 44-0160260 | Accounting | $13,100 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,530 | $28,956+126.3% | $71,778-8.7% | $64,824+1.1% |
| Participation rate | 72.0% | 65.2%+6.8pp | 62.3%+9.7pp | 71.5%+0.5pp |
| Annual return | -10.53% | -7.39%-3.1pp | 9.15%-19.7pp | 32.84%-43.4pp |
| Employer contribution / active EE | $943 | $1,159-18.6% | $1,704-44.7% | $2,507-62.4% |
| Participant deferral / active EE | $3,183 | $2,686+18.5% | $2,656+19.8% | $4,311-26.2% |
| Admin fee / account holder | $451 | $124+262.6% | $3,974-88.6% | $188+140.2% |