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| Provider | Service type | Compensation |
|---|---|---|
401K ADVISORS INC1 year Filed as: 401K PLAN RESOURCES, LLC Service code 16 · EIN 83-1813100 | Consulting | $59,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | $27,724 |
CARON & BLETZER, PLLC7+ years Filed as: CARON & BLETZER Service code 10 · EIN 04-3499945 | Accounting | $13,765 |
LION STREET ADVISORS LLC2 years Service code 27 · EIN 80-0946231 | Advisory (Plan) | $12,500 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,280 | $59,417+31.7% | $93,606-16.4% | $74,495+5.1% |
| Participation rate | 66.5% | 59.7%+6.9pp | 68.7%-2.2pp | 67.2%-0.7pp |
| Annual return | 11.63% | 81.83%-70.2pp | 133.20%-121.6pp | 1364.94%-1353.3pp |
| Employer contribution / active EE | $0 | $1,264-100.0% | $2,420-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $3,262 | $3,050+6.9% | $4,411-26.1% | $4,346-24.9% |
| Admin fee / account holder | $556 | $3,021-81.6% | $8,285-93.3% | $1,942-71.3% |