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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 | $63,433-22.5% | $63,803-23.0% | $64,097-23.3% |
| Participation rate | 56.5% | 65.0%-8.5pp | 72.7%-16.2pp | 55.2%+1.3pp |
| Annual return | 16.57% | 20.74%-4.2pp | 543.72%-527.1pp | 34.64%-18.1pp |
| Employer contribution / active EE | $622 | $2,332-73.3% | $2,532-75.4% | $1,891-67.1% |
| Participant deferral / active EE | $2,946 | $3,119-5.5% | $3,843-23.3% | $3,080-4.3% |
| Admin fee / account holder | $466 | $1,489-68.7% | $5,196-91.0% | $3,454-86.5% |