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| Provider | Service type | Compensation |
|---|---|---|
CARON & BLETZER, PLLC1 year Filed as: CARON & BLETZER PLLC Service code 10 · EIN 04-3499945 | Accounting | $27,500 |
Service code 27 · EIN 42-1445429 | Advisory (Plan) | $18,854 |
Service code 37 · EIN 04-2647786 | Loan Processing | $14,212 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,967 | $79,867+70.2% | $120,344+13.0% | $64,340+111.3% |
| Participation rate | 91.1% | 63.0%+28.1pp | 76.7%+14.4pp | 55.2%+35.9pp |
| Annual return | 18.63% | 21.10%-2.5pp | 20.30%-1.7pp | 24.14%-5.5pp |
| Employer contribution / active EE | $10,889 | $1,925+465.8% | $3,020+260.6% | $1,862+484.9% |
| Participant deferral / active EE | $6,960 | $3,593+93.7% | $5,135+35.5% | $2,980+133.5% |
| Admin fee / account holder | $224 | $5,039-95.6% | $12,742-98.2% | $3,703-94.0% |