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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BURNHAM GIBSON WEALTH ADVISORS Service code 26 · EIN 47-5476782 2050 MAIN STREET #510 · IRVINE, CA 82614 | Advisory (Participants) | $43,085 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $2,558 |
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).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,485 | $63,471+12.6% | $68,808+3.9% | $66,938+6.8% |
| Participation rate | 99.1% | 60.0%+39.1pp | 69.0%+30.0pp | 69.8%+29.2pp |
| Annual return | -17.33% | -8.29%-9.0pp | -6.37%-11.0pp | 1.58%-18.9pp |
| Employer contribution / active EE | $4,472 | $1,776+151.8% | $2,656+68.4% | $2,545+75.7% |
| Participant deferral / active EE | $8,870 | $2,946+201.1% | $3,942+125.0% | $4,238+109.3% |
| Admin fee / account holder | $362 | $578-37.3% | $4,936-92.7% | $594-38.9% |