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| Provider | Service type | Compensation |
|---|---|---|
GERBER LLC5 years Filed as: GERBER KAWASAKI, INC. Service code 15 · EIN 27-2274173 | Recordkeeping | $44,862 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,875 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,678 | $101,591-26.5% | $147,096-49.2% | $74,429+0.3% |
| Participation rate | 96.8% | 75.5%+21.2pp | 82.2%+14.6pp | 67.2%+29.6pp |
| Annual return | 17.43% | 8746.45%-8729.0pp | 419.75%-402.3pp | 1368.38%-1351.0pp |
| Employer contribution / active EE | $8,800 | $3,813+130.8% | $4,936+78.3% | $2,625+235.2% |
| Participant deferral / active EE | $19,342 | $7,302+164.9% | $8,071+139.7% | $4,348+344.8% |
| Admin fee / account holder | $145 | $1,750-91.7% | $13,005-98.9% | $1,944-92.5% |