Filed February 11, 2026
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $41,006 |
CARON & BLETZER, PLLC2 years Filed as: CARON & BLETZER PLLC Service code 10 · EIN 04-3499945 | Accounting | $10,991 |
Service code 49 · EIN 74-2794194 | Other Services | $5,457 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,680 | $58,895+40.4% | $178,503-53.7% | $73,497+12.5% |
| Participation rate | 38.9% | 66.2%-27.3pp | 81.9%-43.0pp | 70.7%-31.8pp |
| Annual return | 13.17% | 24.86%-11.7pp | 151.12%-137.9pp | 28.51%-15.3pp |
| Employer contribution / active EE | $327 | $2,236-85.4% | $5,011-93.5% | $2,270-85.6% |
| Participant deferral / active EE | $3,099 | $2,567+20.7% | $5,202-40.4% | $3,740-17.1% |
| Admin fee / account holder | $502 | $400+25.4% | $13,987-96.4% | $513-2.1% |