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| Provider | Service type | Compensation |
|---|---|---|
PASI, LLC2 years Service code 13 10 TALCOTT NOTCH RD 2FL · FARMINGTON, CT 06032 | Contract Administrator | $12,913 |
CARON & BLETZER, PLLC1 year Filed as: CARON & BLETZER Service code 10 1 LIBRARY LANE · KINGSTON, NH 03848 | Accounting | $8,800 |
Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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 | $174,786 | $95,406+83.2% | $185,849-6.0% | $85,847+103.6% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 25.07% | 23.59%+1.5pp | 122.10%-97.0pp | 318.61%-293.5pp |
| Employer contribution / active EE | $7,034 | $3,314+112.3% | $5,169+36.1% | $2,565+174.2% |
| Participant deferral / active EE | $5,648 | $3,424+65.0% | $5,569+1.4% | $3,952+42.9% |
| Admin fee / account holder | $176 | $7,214-97.6% | $16,244-98.9% | $6,261-97.2% |