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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 45-5608425 | Advisory (Plan) | $31,250 |
CARON & BLETZER, PLLC7 years Service code 10 · EIN 04-3499945 | Accounting | $10,685 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,400 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,281 | $110,083-8.9% | $151,645-33.9% | $68,490+46.4% |
| Participation rate | 60.7% | 84.0%-23.2pp | 87.5%-26.8pp | 67.9%-7.2pp |
| Annual return | -19.99% | -10.12%-9.9pp | 3.34%-23.3pp | -7.85%-12.1pp |
| Employer contribution / active EE | $0 | $4,470-100.0% | $6,165-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $9,281 | $6,526+42.2% | $8,363+11.0% | $4,028+130.4% |
| Admin fee / account holder | $437 | $7,718-94.3% | $11,614-96.2% | $5,403-91.9% |