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| Provider | Service type | Compensation |
|---|---|---|
CARON & BLETZER, PLLC1+ years Service code 13 · EIN 04-3499945 | Contract Administrator | $10,300 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $30,591 | $46,173-33.7% | $170,435-82.1% | $69,631-56.1% |
| Participation rate | 29.7% | 63.9%-34.2pp | 83.6%-53.9pp | 70.7%-41.0pp |
| Annual return | 11.84% | 21.62%-9.8pp | 205.94%-194.1pp | 27571.02%-27559.2pp |
| Employer contribution / active EE | $136 | $1,610-91.5% | $5,432-97.5% | $2,032-93.3% |
| Participant deferral / active EE | $1,130 | $2,080-45.7% | $4,939-77.1% | $3,224-64.9% |
| Admin fee / account holder | $257 | $116+121.9% | $13,881-98.1% | $110+133.0% |