Filed February 11, 2026
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $39,072 |
CARON & BLETZER, PLLC1 year Filed as: CARON & BLETZER PLLC Service code 10 · EIN 04-3499945 | Accounting | $10,665 |
Service code 49 · EIN 74-2794194 | Other Services | $4,859 |
NFP RETIREMENT INC3 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $80,153 | $52,961+51.3% | $172,752-53.6% | $65,185+23.0% |
| Participation rate | 39.1% | 66.2%-27.1pp | 82.6%-43.5pp | 70.2%-31.1pp |
| Annual return | 22.99% | 30.12%-7.1pp | 802.97%-780.0pp | 29.38%-6.4pp |
| Employer contribution / active EE | $307 | $2,190-86.0% | $5,144-94.0% | $2,177-85.9% |
| Participant deferral / active EE | $3,242 | $2,471+31.2% | $5,198-37.6% | $3,514-7.7% |
| Admin fee / account holder | $483 | $472+2.3% | $13,955-96.5% | $847-43.0% |