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| Provider | Service type | Compensation |
|---|---|---|
GERBER LLC1 year Filed as: GERBER KAWASAKI INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,599 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,617 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $170,867 | $148,978+14.7% | $200,582-14.8% | $84,808+101.5% |
| Participation rate | 77.7% | 84.2%-6.6pp | 86.9%-9.2pp | 68.3%+9.3pp |
| Annual return | 9.33% | 28.16%-18.8pp | 42.33%-33.0pp | 40.90%-31.6pp |
| Employer contribution / active EE | $3,378 | $4,815-29.8% | $6,419-47.4% | $2,631+28.4% |
| Participant deferral / active EE | $7,895 | $7,142+10.5% | $9,331-15.4% | $4,212+87.4% |
| Admin fee / account holder | $486 | $13,977-96.5% | $16,305-97.0% | $7,344-93.4% |