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| 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 | $47,105+3.2% | $68,368-28.9% | $67,986-28.5% |
| Participation rate | 96.6% | 51.8%+44.8pp | 73.8%+22.8pp | 57.2%+39.4pp |
| Annual return | 10.94% | 48.37%-37.4pp | 292.57%-281.6pp | 31.67%-20.7pp |
| Employer contribution / active EE | $2,801 | $1,859+50.7% | $2,649+5.8% | $2,019+38.8% |
| Participant deferral / active EE | $3,495 | $2,374+47.2% | $4,123-15.2% | $3,358+4.1% |
| Admin fee / account holder | $355 | $2,435-85.4% | $5,150-93.1% | $3,203-88.9% |