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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $35,132 |
Service code 37 · EIN 04-2647786 | Loan Processing | $27,449 |
Service code 27 · EIN 99-2539506 | Advisory (Plan) | $13,667 |
FRANK RIMERMAN & CO LLP1 year Filed as: FRANK, RIMERMAN CO. LLP Service code 10 · EIN 94-1341042 | Accounting | $6,593 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $181,034 | $81,504+122.1% | $102,437+76.7% | $80,959+123.6% |
| Participation rate | 93.7% | 66.9%+26.8pp | 74.5%+19.2pp | 67.7%+26.0pp |
| Annual return | 18.95% | 25.60%-6.6pp | 24.95%-6.0pp | 35.67%-16.7pp |
| Employer contribution / active EE | $13,566 | $3,104+337.1% | $3,871+250.5% | $2,757+392.0% |
| Participant deferral / active EE | $15,764 | $3,871+307.3% | $5,060+211.5% | $4,300+266.6% |
| Admin fee / account holder | $632 | $6,719-90.6% | $8,388-92.5% | $6,925-90.9% |