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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BENCHMARK FINANCIAL Service code 27 · EIN 61-1816241 | Advisory (Plan) | $13,555 |
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $5,316 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,645 | $63,471-51.7% | $68,808-55.5% | $66,938-54.2% |
| Participation rate | 45.4% | 60.0%-14.6pp | 69.0%-23.7pp | 69.8%-24.5pp |
| Annual return | -10.26% | -8.29%-2.0pp | -6.37%-3.9pp | 1.58%-11.8pp |
| Employer contribution / active EE | $252 | $1,776-85.8% | $2,656-90.5% | $2,545-90.1% |
| Participant deferral / active EE | $2,517 | $2,946-14.6% | $3,942-36.2% | $4,238-40.6% |
| Admin fee / account holder | $144 | $578-75.1% | $4,936-97.1% | $594-75.7% |