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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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,764 | $109,413-49.9% | $156,263-65.0% | $84,808-35.4% |
| Participation rate | 0.0% | 72.7%-72.7pp | 78.9%-78.9pp | 68.3%-68.3pp |
| Annual return | 6.58% | 20.18%-13.6pp | 59.47%-52.9pp | 40.90%-34.3pp |
| Employer contribution / active EE | $815 | $2,907-72.0% | $4,333-81.2% | $2,631-69.0% |
| Participant deferral / active EE | $1,720 | $4,590-62.5% | $6,158-72.1% | $4,212-59.2% |
| Admin fee / account holder | $1,570 | $9,357-83.2% | $14,255-89.0% | $7,344-78.6% |