Filed February 11, 2026
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $28,209 |
CARON & BLETZER, PLLC1 year Filed as: CARON & BELTZER, PLLC Service code 10 · EIN 04-3499945 | Accounting | $9,440 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,816 | $46,732+8.7% | $156,551-67.5% | $55,167-7.9% |
| Participation rate | 48.0% | 65.8%-17.8pp | 84.0%-36.0pp | 69.0%-21.0pp |
| Annual return | 2.00% | 17.72%-15.7pp | 32.23%-30.2pp | 169.23%-167.2pp |
| Employer contribution / active EE | $330 | $2,105-84.3% | $5,501-94.0% | $1,963-83.2% |
| Participant deferral / active EE | $3,239 | $2,204+46.9% | $4,871-33.5% | $3,054+6.0% |
| Admin fee / account holder | $397 | $418-5.2% | $13,028-97.0% | $504-21.3% |