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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 26-0070474 | Advisory (Plan) | $27,303 |
Service code 37 · EIN 04-2647786 | Loan Processing | $22,851 |
CARON & BLETZER, PLLC1 year Service code 10 · EIN 47-2722581 | Accounting | $11,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,426 | $64,010+21.0% | $108,359-28.5% | $64,340+20.3% |
| Participation rate | 89.1% | 49.4%+39.7pp | 70.1%+19.0pp | 55.2%+33.9pp |
| Annual return | 14.25% | 19.74%-5.5pp | 36.89%-22.6pp | 24.14%-9.9pp |
| Employer contribution / active EE | $1,630 | $1,029+58.5% | $2,399-32.1% | $1,862-12.4% |
| Participant deferral / active EE | $3,100 | $2,395+29.4% | $4,137-25.1% | $2,980+4.0% |
| Admin fee / account holder | $514 | $4,885-89.5% | $9,741-94.7% | $3,703-86.1% |