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| Provider | Service type | Compensation |
|---|---|---|
BERGER ASSET MANAGEMENT INC1+ years Filed as: BERGER ASSET MANAGEMENT Service code 12 · EIN 77-0408038 701 E CANAL DR · TURLOCK, CA 95380 | Claims processing | $24,715 |
MARK NARDELLA1+ years Filed as: MARK SHEPPARD Service code 12 · EIN 36-3145972 1020 10TH STREET SUITE 200 · MODESTO, CA 95354 | Claims processing | $23,097 |
M. BROOKS1+ years Filed as: BROOKS MAY FINANCIAL GROUP Service code 12 801 10TH STREET SUITE A · MODESTO, CA 95354 | Claims processing | $16,605 |
CONTRACT ADMINISTRATOR1+ years Service code 12 | Claims processing | $0 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,185 | $74,089+67.6% | $133,975-7.3% | $55,167+125.1% |
| Participation rate | 99.0% | 84.3%+14.8pp | 87.1%+12.0pp | 69.0%+30.1pp |
| Annual return | 8.99% | 12.11%-3.1pp | 29.29%-20.3pp | 169.23%-160.2pp |
| Employer contribution / active EE | $2,259 | $3,064-26.2% | $5,211-56.6% | $1,963+15.1% |
| Participant deferral / active EE | $3,153 | $4,678-32.6% | $6,282-49.8% | $3,054+3.2% |
| Admin fee / account holder | $443 | $458-3.3% | $9,324-95.2% | $504-12.1% |