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| Provider | Service type | Compensation |
|---|---|---|
CARON & BLETZER, PLLC1 year Filed as: CARON & BLETZER PLLC Service code 10 · EIN 04-3499945 | Accounting | $8,500 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $8,318 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,859 | $37,196-49.3% | $154,111-87.8% | $55,725-66.2% |
| Participation rate | 10.9% | 64.1%-53.2pp | 83.0%-72.1pp | 70.9%-59.9pp |
| Annual return | -10.37% | 1319.68%-1330.0pp | 735.18%-745.6pp | 244.93%-255.3pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $5,298-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $352 | $2,068-83.0% | $5,081-93.1% | $3,356-89.5% |
| Admin fee / account holder | $459 | $102+351.6% | $13,411-96.6% | $115+298.4% |