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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $97,950 |
Service code 37 · EIN 04-2647786 | Loan Processing | $33,879 |
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $22,014 |
CARON & BLETZER, PLLC8+ years Filed as: CARON & BLETZER PLLC Service code 16 · EIN 04-3499945 | Consulting | $10,500 |
Filed as: HUB RETIREMENT AND WEALTH MANAG Service code 16 · EIN 04-2623673 | Consulting | $6,355 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $502,178 | $84,499+494.3% | $125,391+300.5% | $66,949+650.1% |
| Participation rate | 98.3% | 76.4%+21.9pp | 82.4%+15.9pp | 69.8%+28.5pp |
| Annual return | -15.93% | -8.49%-7.4pp | 572.41%-588.3pp | 1.57%-17.5pp |
| Employer contribution / active EE | $18,105 | $3,554+409.5% | $4,816+275.9% | $2,545+611.3% |
| Participant deferral / active EE | $12,598 | $6,785+85.7% | $7,448+69.1% | $4,239+197.2% |
| Admin fee / account holder | $908 | $685+32.5% | $10,009-90.9% | $594+53.0% |