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| Provider | Service type | Compensation |
|---|---|---|
CARON & BLETZER, PLLC2 years Filed as: CARON&BLETZNER Service code 10 · EIN 04-3499945 | Accounting | $16,290 |
Service code 27 · EIN 45-5608425 | Advisory (Plan) | $14,250 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,994 |
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.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,150 | $64,705-24.0% | $62,929-21.9% | $67,986-27.7% |
| Participation rate | 56.5% | 65.6%-9.1pp | 73.1%-16.6pp | 57.2%-0.7pp |
| Annual return | 16.57% | 20.31%-3.7pp | 1063.93%-1047.4pp | 31.67%-15.1pp |
| Employer contribution / active EE | $622 | $2,376-73.8% | $2,505-75.2% | $2,019-69.2% |
| Participant deferral / active EE | $2,946 | $3,198-7.9% | $3,888-24.2% | $3,358-12.3% |
| Admin fee / account holder | $466 | $1,428-67.3% | $5,065-90.8% | $3,203-85.4% |