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| Provider | Service type | Compensation |
|---|---|---|
CARON & BLETZER, PLLC1 year Filed as: CARON & BLETZER PLLC Service code 10 · EIN 04-3499945 | Accounting | $16,159 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $14,786 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $8,096 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
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 | $54,764 | $108,825-49.7% | $156,181-64.9% | $82,448-33.6% |
| Participation rate | 0.0% | 72.4%-72.4pp | 78.8%-78.8pp | 68.1%-68.1pp |
| Annual return | 6.58% | 20.59%-14.0pp | 64.87%-58.3pp | 41.64%-35.1pp |
| Employer contribution / active EE | $815 | $2,870-71.6% | $4,294-81.0% | $2,551-68.0% |
| Participant deferral / active EE | $1,720 | $4,577-62.4% | $6,132-72.0% | $4,139-58.5% |
| Admin fee / account holder | $1,570 | $9,341-83.2% | $14,586-89.2% | $7,234-78.3% |