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| Provider | Service type | Compensation |
|---|---|---|
GOLDMAN SACHS4 years Filed as: MARTIN CAPITAL PARTNERS LLC Service code 27 · EIN 27-2233908 940 WILLAMETTE STREET, SUITE 350 · EUGENE, OR 97401 | Advisory (Plan) | $32,076 |
Annual investment return 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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,168 | $58,888-77.6% | $178,498-92.6% | $73,493-82.1% |
| Participation rate | 97.4% | 66.2%+31.2pp | 81.9%+15.5pp | 70.7%+26.8pp |
| Annual return | -6.92% | 24.86%-31.8pp | 151.09%-158.0pp | 28.51%-35.4pp |
| Employer contribution / active EE | $342 | $2,236-84.7% | $5,011-93.2% | $2,270-84.9% |
| Participant deferral / active EE | $0 | $2,568-100.0% | $5,202-100.0% | $3,740-100.0% |
| Admin fee / account holder | $165 | $400-58.7% | $13,985-98.8% | $513-67.8% |