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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $52,663 |
Service code 37 · EIN 04-2647786 | Loan Processing | $26,456 |
CARON & BLETZER, PLLC2 years Service code 10 · EIN 04-3499945 | Accounting | $5,414 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,054 | $110,483-17.6% | $145,433-37.4% | $79,634+14.3% |
| Participation rate | 60.1% | 71.1%-11.0pp | 82.1%-22.0pp | 62.5%-2.3pp |
| Annual return | 24.03% | 24.62%-0.6pp | 66.58%-42.6pp | 36.46%-12.4pp |
| Employer contribution / active EE | $3,360 | $4,053-17.1% | $4,554-26.2% | $2,529+32.9% |
| Participant deferral / active EE | $6,175 | $7,216-14.4% | $7,897-21.8% | $3,835+61.0% |
| Admin fee / account holder | $342 | $680-49.6% | $13,129-97.4% | $1,002-65.8% |