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| Provider | Service type | Compensation |
|---|---|---|
CARON & BLETZER, PLLC1 year Service code 10 · EIN 04-3499945 | Accounting | $9,775 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$700 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,851 | $82,674+92.1% | $125,363+26.7% | $68,495+131.9% |
| Participation rate | 85.4% | 75.0%+10.3pp | 82.4%+3.0pp | 67.9%+17.5pp |
| Annual return | -21.95% | -5.97%-16.0pp | 572.15%-594.1pp | -7.84%-14.1pp |
| Employer contribution / active EE | $5,281 | $3,382+56.2% | $4,815+9.7% | $2,596+103.4% |
| Participant deferral / active EE | $14,463 | $6,111+136.7% | $7,447+94.2% | $4,028+259.1% |
| Admin fee / account holder | $104 | $6,276-98.3% | $10,005-99.0% | $5,403-98.1% |