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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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,949 | $54,558-34.1% | $76,051-52.7% | $74,400-51.7% |
| Participation rate | 46.4% | 60.3%-13.9pp | 69.1%-22.7pp | 67.2%-20.8pp |
| Annual return | 12.94% | 31.83%-18.9pp | 360.42%-347.5pp | 1367.51%-1354.6pp |
| Employer contribution / active EE | $301 | $1,778-83.1% | $2,690-88.8% | $2,624-88.5% |
| Participant deferral / active EE | $3,015 | $3,065-1.6% | $4,257-29.2% | $4,348-30.7% |
| Admin fee / account holder | $149 | $2,232-93.3% | $6,416-97.7% | $1,944-92.3% |