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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BENCHMARK FINANCIAL Service code 27 · EIN 61-1816241 | Advisory (Plan) | $12,585 |
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,544 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,261 | $55,636-27.6% | $81,982-50.9% | $73,497-45.2% |
| Participation rate | 51.6% | 62.3%-10.7pp | 69.3%-17.6pp | 70.7%-19.0pp |
| Annual return | 12.35% | 19.07%-6.7pp | 41.31%-29.0pp | 28.51%-16.2pp |
| Employer contribution / active EE | $188 | $1,625-88.4% | $2,498-92.5% | $2,270-91.7% |
| Participant deferral / active EE | $1,884 | $2,762-31.8% | $3,722-49.4% | $3,740-49.6% |
| Admin fee / account holder | $132 | $493-73.3% | $5,665-97.7% | $513-74.4% |