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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BENCHMARK FINANCIAL Service code 27 · EIN 61-1816241 | Advisory (Plan) | $13,317 |
THE VANGUARD GROUP, INC.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $6,232 |
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 | $35,298 | $51,166-31.0% | $70,544-50.0% | $71,511-50.6% |
| Participation rate | 43.3% | 59.4%-16.0pp | 68.4%-25.0pp | 67.9%-24.6pp |
| Annual return | 14.49% | 42.71%-28.2pp | 32.79%-18.3pp | 28.86%-14.4pp |
| Employer contribution / active EE | $284 | $1,793-84.2% | $2,976-90.5% | $2,589-89.0% |
| Participant deferral / active EE | $2,838 | $3,031-6.4% | $4,568-37.9% | $4,291-33.9% |
| Admin fee / account holder | $146 | $2,000-92.7% | $6,427-97.7% | $1,588-90.8% |