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| Provider | Service type | Compensation |
|---|---|---|
GOLDMAN SACHS2 years Filed as: MARTIN CAPITAL PARTNERS LLC Service code 27 · EIN 27-2233908 900 WILLAMETTE STREET, SUITE 350 · EUGENE, OR 97401 | Advisory (Plan) | $30,594 |
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 | $17,018 | $47,977-64.5% | $154,111-89.0% | $56,287-69.8% |
| Participation rate | 100.0% | 66.2%+33.8pp | 83.0%+17.0pp | 69.9%+30.1pp |
| Annual return | 6.52% | 3.54%+3.0pp | 735.18%-728.7pp | -9.96%+16.5pp |
| Employer contribution / active EE | $1,326 | $2,169-38.8% | $5,298-75.0% | $2,111-37.2% |
| Participant deferral / active EE | $0 | $2,392-100.0% | $5,081-100.0% | $3,350-100.0% |
| Admin fee / account holder | $155 | $438-64.7% | $13,411-98.8% | $521-70.3% |