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| Provider | Service type | Compensation |
|---|---|---|
LBMC, PC1 year Filed as: LBMC Service code 10 201 FRANKLIN RD · BRENTWOOD, TN 37027 | Accounting | $19,000 |
LBMC, PC1 year Filed as: LBMC PC Service code 10 · EIN 62-1199757 | Accounting | $14,500 |
THE VANGUARD GROUP, INC.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $11,790 |
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.)
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 | $20,016 | $49,897-59.9% | $80,648-75.2% | $75,177-73.4% |
| Participation rate | 61.5% | 55.3%+6.2pp | 67.0%-5.5pp | 67.2%-5.7pp |
| Annual return | 13.39% | 34.68%-21.3pp | 937.21%-923.8pp | 160.75%-147.4pp |
| Employer contribution / active EE | $933 | $1,699-45.1% | $2,724-65.8% | $2,671-65.1% |
| Participant deferral / active EE | $2,248 | $2,992-24.9% | $4,443-49.4% | $4,126-45.5% |
| Admin fee / account holder | $375 | $3,579-89.5% | $5,382-93.0% | $5,651-93.4% |