Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,949 | $54,690-34.3% | $76,030-52.7% | $74,478-51.7% |
| Participation rate | 46.4% | 60.3%-14.0pp | 69.1%-22.7pp | 67.2%-20.9pp |
| Annual return | 12.94% | 31.92%-19.0pp | 361.54%-348.6pp | 1370.56%-1357.6pp |
| Employer contribution / active EE | $301 | $1,781-83.1% | $2,688-88.8% | $2,626-88.5% |
| Participant deferral / active EE | $3,015 | $3,070-1.8% | $4,257-29.2% | $4,350-30.7% |
| Admin fee / account holder | $149 | $2,240-93.4% | $6,421-97.7% | $1,946-92.3% |