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| Provider | Service type | Compensation |
|---|---|---|
Filed as: HOFFMAN, STEWART & SCHMIDT Service code 10 · EIN 93-0743240 | Accounting | $15,000 |
VANDERBILT ADVISORY SERVICES2 years Service code 20 · EIN 11-3582486 | Trustee (individual) | $9,549 |
THE VANGUARD GROUP, INC.2 years Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1948930 | Recordkeeping | $7,907 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,457 | $71,878-29.8% | $86,698-41.8% | $68,486-26.3% |
| Participation rate | 64.8% | 72.2%-7.4pp | 76.6%-11.8pp | 67.9%-3.1pp |
| Annual return | -7.05% | 3.53%-10.6pp | 35.95%-43.0pp | -7.85%+0.8pp |
| Employer contribution / active EE | $1,479 | $2,173-32.0% | $2,837-47.9% | $2,597-43.1% |
| Participant deferral / active EE | $3,427 | $3,779-9.3% | $4,656-26.4% | $4,028-14.9% |
| Admin fee / account holder | $393 | $6,113-93.6% | $7,493-94.8% | $5,404-92.7% |