See peer percentile detail. $4.99 for your first month.
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| Provider | Service type | Compensation |
|---|---|---|
LBMC, PC1 year Filed as: LBMC PC Service code 10 · EIN 62-1199757 | Accounting | $16,000 |
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $13,807 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,102 | $54,701-63.3% | $86,188-76.7% | $71,457-71.9% |
| Participation rate | 59.3% | 60.1%-0.8pp | 69.0%-9.6pp | 67.9%-8.6pp |
| Annual return | 14.19% | 20.06%-5.9pp | 1168.45%-1154.3pp | 28.85%-14.7pp |
| Employer contribution / active EE | $390 | $1,265-69.1% | $2,380-83.6% | $2,588-84.9% |
| Participant deferral / active EE | $812 | $3,108-73.9% | $3,985-79.6% | $4,289-81.1% |
| Admin fee / account holder | $328 | $1,922-82.9% | $6,852-95.2% | $1,587-79.3% |