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| Provider | Service type | Compensation |
|---|---|---|
BERGER ASSET MANAGEMENT INC2+ years Filed as: BERGER ASSET MANAGEMENT Service code 12 · EIN 77-0408038 701 EAST CANAL DRIVE · TURLOCK, CA 95380 | Claims processing | $28,243 |
MARK NARDELLA2+ years Filed as: MARK SHEPPARD Service code 12 · EIN 36-3145972 1020 10TH STREET · MODESTO, CA 95354 | Claims processing | $24,744 |
M. BROOKS1 year Filed as: BROOKS GILL GROUP Service code 12 801 TENTH STREET · MODESTO, CA 95354 | Claims processing | $21,306 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,496 | $89,739+35.4% | $149,721-18.9% | $62,293+95.0% |
| Participation rate | 98.0% | 85.1%+12.9pp | 87.1%+10.9pp | 69.5%+28.5pp |
| Annual return | 5.45% | 21.01%-15.6pp | 1501.67%-1496.2pp | 28.90%-23.5pp |
| Employer contribution / active EE | $2,661 | $3,233-17.7% | $5,444-51.1% | $2,042+30.3% |
| Participant deferral / active EE | $4,555 | $4,797-5.0% | $6,568-30.6% | $3,169+43.7% |
| Admin fee / account holder | $480 | $551-12.9% | $11,282-95.7% | $479+0.1% |