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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 | $45,266+7.4% | $103,693-53.1% | $65,306-25.6% |
| Participation rate | 96.6% | 53.3%+43.3pp | 72.6%+23.9pp | 57.7%+38.9pp |
| Annual return | 10.94% | 25.10%-14.2pp | 47.61%-36.7pp | 21.94%-11.0pp |
| Employer contribution / active EE | $2,801 | $1,765+58.7% | $2,920-4.1% | $1,967+42.4% |
| Participant deferral / active EE | $3,495 | $2,099+66.5% | $4,579-23.7% | $2,959+18.1% |
| Admin fee / account holder | $355 | $3,221-89.0% | $7,858-95.5% | $3,480-89.8% |