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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BENCHMARK FINANCIAL Service code 27 · EIN 61-1816241 | Advisory (Plan) | $15,028 |
THE VANGUARD GROUP, INC.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $6,114 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,949 | $54,517-34.1% | $75,972-52.7% | $74,495-51.7% |
| Participation rate | 46.4% | 60.3%-13.9pp | 69.1%-22.7pp | 67.2%-20.8pp |
| Annual return | 12.94% | 31.82%-18.9pp | 359.55%-346.6pp | 1364.94%-1352.0pp |
| Employer contribution / active EE | $301 | $1,777-83.1% | $2,685-88.8% | $2,623-88.5% |
| Participant deferral / active EE | $3,015 | $3,066-1.6% | $4,255-29.1% | $4,346-30.6% |
| Admin fee / account holder | $149 | $2,229-93.3% | $6,467-97.7% | $1,942-92.3% |