Filed February 11, 2026
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $38,711 |
CARON & BLETZER, PLLC1 year Filed as: CARON & BLETZER,PLLC Service code 10 · EIN 04-3499945 | Accounting | $12,100 |
Service code 49 · EIN 74-2794194 | Other Services | $6,050 |
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 | $66,226 | $65,092+1.7% | $143,799-53.9% | $66,938-1.1% |
| Participation rate | 42.4% | 65.2%-22.8pp | 80.3%-37.9pp | 69.8%-27.4pp |
| Annual return | -14.72% | -11.14%-3.6pp | -0.04%-14.7pp | 1.58%-16.3pp |
| Employer contribution / active EE | $308 | $2,362-87.0% | $4,952-93.8% | $2,545-87.9% |
| Participant deferral / active EE | $3,192 | $2,920+9.3% | $5,638-43.4% | $4,238-24.7% |
| Admin fee / account holder | $431 | $502-14.3% | $14,677-97.1% | $594-27.4% |