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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4+ years Filed as: VANGUARD Service code 27 P.O. BOX 2600 · VALLEY FORGE, PA 194822600 | Advisory (Plan) | $25,060 |
MILLIMAN, INC.4+ years Service code 11 · EIN 91-0675641 | Actuarial | $17,025 |
HUNTINGTON NATIONAL BANK4+ years Service code 19 · EIN 31-6243960 | Securities Custodian | $12,808 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $685,614-100.0% | $476,019-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 10.0%-10.0pp | 5.3%-5.3pp | 14.6%-14.6pp |
| Annual return | -3.52% | 3.99%-7.5pp | 4.36%-7.9pp | 10.56%-14.1pp |
| Employer contribution / active EE | $0 | $11,621-100.0% | $27,383-100.0% | $13,643-100.0% |
| Participant deferral / active EE | $0 | $27-100.0% | $75-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $15,843-100.0% | $14,020-100.0% | $3,354-100.0% |