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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SILICON VALLEY ACCOUTANCY CORP Service code 10 · EIN 77-0573994 | Accounting | $11,988 |
Filed as: SLICON VALLEY RETIREMENT SERVICES Service code 27 · EIN 27-2233898 | Advisory (Plan) | $7,569 |
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.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,640 | $65,322-63.8% | $70,462-66.5% | $73,493-67.8% |
| Participation rate | 29.1% | 77.0%-47.9pp | 75.1%-46.0pp | 70.7%-41.6pp |
| Annual return | 19.15% | 15.71%+3.4pp | 109.08%-89.9pp | 28.51%-9.4pp |
| Employer contribution / active EE | $820 | $2,460-66.6% | $2,737-70.0% | $2,270-63.9% |
| Participant deferral / active EE | $1,562 | $3,375-53.7% | $3,710-57.9% | $3,740-58.2% |
| Admin fee / account holder | $334 | $214+56.0% | $3,845-91.3% | $513-34.9% |