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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $67,581 |
Filed as: NAPATREE CAPITAL, LLC Service code 27 · EIN 82-4308500 | Advisory (Plan) | $15,000 |
ASCENSUS LLC3 years Filed as: ASCENSUS Service code 13 · EIN 82-3719843 | Contract Administrator | $14,177 |
CARON & BLETZER, PLLC2 years Service code 10 · EIN 04-3499945 | Accounting | $6,150 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,581 | $88,137-23.3% | $164,975-59.0% | $74,429-9.2% |
| Participation rate | 96.9% | 73.1%+23.8pp | 78.6%+18.3pp | 67.2%+29.7pp |
| Annual return | 25.76% | 17.13%+8.6pp | 70.12%-44.4pp | 1368.38%-1342.6pp |
| Employer contribution / active EE | $3,691 | $2,597+42.1% | $4,343-15.0% | $2,625+40.6% |
| Participant deferral / active EE | $7,673 | $4,501+70.5% | $6,033+27.2% | $4,348+76.5% |
| Admin fee / account holder | $333 | $2,231-85.1% | $12,688-97.4% | $1,944-82.9% |