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| Provider | Service type | Compensation |
|---|---|---|
GERBER LLC3 years Filed as: GERBER KAWASAKI, INC. Service code 15 · EIN 27-2274173 | Recordkeeping | $25,044 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,573 |
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 | $46,366 | $84,482-45.1% | $125,363-63.0% | $66,930-30.7% |
| Participation rate | 89.7% | 76.4%+13.2pp | 82.4%+7.3pp | 69.8%+19.8pp |
| Annual return | -14.44% | -8.49%-5.9pp | 572.15%-586.6pp | 1.57%-16.0pp |
| Employer contribution / active EE | $5,316 | $3,553+49.6% | $4,815+10.4% | $2,545+108.9% |
| Participant deferral / active EE | $12,174 | $6,782+79.5% | $7,447+63.5% | $4,238+187.3% |
| Admin fee / account holder | $91 | $685-86.8% | $10,005-99.1% | $593-84.7% |