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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) | $17,288 |
MILLIMAN, INC.4+ years Service code 11 · EIN 91-0675641 | Actuarial | $13,875 |
HUNTINGTON NATIONAL BANK4+ years Service code 19 · EIN 31-6243960 | Securities Custodian | $9,542 |
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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 | $56,828-100.0% | $476,019-100.0% | $233,076-100.0% |
| Participation rate | 0.0% | 10.9%-10.9pp | 5.3%-5.3pp | 46.4%-46.4pp |
| Annual return | -3.70% | -0.75%-3.0pp | 4.36%-8.1pp | -82.67%+79.0pp |
| Employer contribution / active EE | $0 | $45,586-100.0% | $27,383-100.0% | $43,771-100.0% |
| Participant deferral / active EE | $0 | $51-100.0% | $75-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $6,727-100.0% | $14,020-100.0% | $11,204-100.0% |