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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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,600 | $47,553+2.2% | $136,867-64.5% | $69,733-30.3% |
| Participation rate | 96.6% | 61.4%+35.2pp | 74.5%+22.0pp | 62.5%+34.1pp |
| Annual return | 10.94% | -91.50%+102.4pp | 42.97%-32.0pp | 15.22%-4.3pp |
| Employer contribution / active EE | $2,801 | $2,087+34.2% | $3,547-21.0% | $2,250+24.5% |
| Participant deferral / active EE | $3,495 | $2,300+51.9% | $4,924-29.0% | $3,054+14.4% |
| Admin fee / account holder | $355 | $3,496-89.9% | $10,340-96.6% | $3,102-88.6% |