| Provider | Service type | Compensation |
|---|---|---|
Service code 16 · EIN 04-3222046 | Consulting | $118,141 |
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $10,674 |
CARON & BLETZER, PLLC3 years Filed as: CARON BLETZER Service code 16 · EIN 04-3499945 | Consulting | $8,850 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$133,723 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported that benefits due were not provided when due.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $419,121 | $73,102+473.3% | $123,553+239.2% | $56,289+644.6% |
| Participation rate | 99.2% | 74.3%+24.9pp | 82.3%+16.9pp | 69.9%+29.4pp |
| Annual return | -5.52% | 3.01%-8.5pp | 119.21%-124.7pp | -9.96%+4.4pp |
| Employer contribution / active EE | $15,242 | $2,977+412.0% | $4,628+229.3% | $2,111+622.0% |
| Participant deferral / active EE | $9,931 | $5,423+83.1% | $6,426+54.5% | $3,350+196.5% |
| Admin fee / account holder | $857 | $554+54.9% | $9,284-90.8% | $521+64.6% |