Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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 | $115,931-52.8% | $185,441-70.5% | $86,983-37.0% |
| Participation rate | 0.0% | 73.6%-73.6pp | 80.3%-80.3pp | 69.5%-69.5pp |
| Annual return | 6.58% | 21.47%-14.9pp | 20.16%-13.6pp | 25.83%-19.3pp |
| Employer contribution / active EE | $815 | $2,937-72.2% | $4,672-82.6% | $2,584-68.5% |
| Participant deferral / active EE | $1,720 | $4,551-62.2% | $6,152-72.0% | $4,194-59.0% |
| Admin fee / account holder | $1,570 | $10,687-85.3% | $17,890-91.2% | $7,856-80.0% |