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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $12,054 |
CARON & BLETZER, PLLC4 years Service code 10 · EIN 04-3499945 | Accounting | $9,900 |
Service code 27 · EIN 36-4291971 | Advisory (Plan) | $8,831 |
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 | $43,093 | $58,312-26.1% | $86,656-50.3% | $71,529-39.8% |
| Participation rate | 91.5% | 65.0%+26.5pp | 71.7%+19.8pp | 67.9%+23.6pp |
| Annual return | 9.37% | 24.08%-14.7pp | 593.09%-583.7pp | 28.97%-19.6pp |
| Employer contribution / active EE | $2,259 | $2,576-12.3% | $3,025-25.3% | $2,590-12.8% |
| Participant deferral / active EE | $2,856 | $3,439-17.0% | $4,439-35.7% | $4,291-33.4% |
| Admin fee / account holder | $91 | $1,057-91.4% | $5,619-98.4% | $1,588-94.3% |