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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $51,441 |
CARON & BLETZER, PLLC6 years Service code 10 · EIN 04-3499945 | Accounting | $10,350 |
Service code 27 · EIN 36-4291971 | Advisory (Plan) | $9,971 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,600 | $45,900+5.9% | $94,057-48.3% | $64,340-24.5% |
| Participation rate | 96.6% | 50.6%+46.0pp | 73.3%+23.2pp | 55.2%+41.3pp |
| Annual return | 10.94% | 50.47%-39.5pp | 480.62%-469.7pp | 24.14%-13.2pp |
| Employer contribution / active EE | $2,801 | $1,612+73.8% | $2,933-4.5% | $1,862+50.5% |
| Participant deferral / active EE | $3,495 | $2,102+66.2% | $4,709-25.8% | $2,980+17.3% |
| Admin fee / account holder | $355 | $3,143-88.7% | $7,244-95.1% | $3,703-90.4% |