Filed February 11, 2026
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $44,307 |
CARON & BLETZER, PLLC1 year Filed as: CARON & BELTZER Service code 10 · EIN 04-3499945 | Accounting | $10,200 |
NFP RETIREMENT INC2 years Filed as: NFP INSURANCE SERVICES INC Service code 49 · EIN 74-2470431 | Other Services | $0 |
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.)
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 | $62,552 | $47,977+30.4% | $154,108-59.4% | $56,289+11.1% |
| Participation rate | 39.8% | 66.2%-26.4pp | 83.0%-43.2pp | 69.9%-30.0pp |
| Annual return | -5.56% | 3.54%-9.1pp | 735.21%-740.8pp | -9.96%+4.4pp |
| Employer contribution / active EE | $314 | $2,169-85.5% | $5,298-94.1% | $2,111-85.1% |
| Participant deferral / active EE | $2,937 | $2,392+22.8% | $5,081-42.2% | $3,350-12.3% |
| Admin fee / account holder | $534 | $438+21.9% | $13,411-96.0% | $521+2.6% |