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| Provider | Service type | Compensation |
|---|---|---|
VENTURA1 year Filed as: VENTURA ESOP FIDUCIARY SERVICES Service code 21 · EIN 82-2898965 719 W MINNEHAHA PKWY · MINNEAPOLIS, MN 55419 | Bank Trustee | $40,000 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,263 | $80,731-36.5% | $103,374-50.4% | $74,546-31.2% |
| Participation rate | 100.0% | 65.7%+34.3pp | 74.5%+25.5pp | 67.2%+32.8pp |
| Annual return | -55.62% | 27.56%-83.2pp | 24.89%-80.5pp | 1366.03%-1421.7pp |
| Employer contribution / active EE | $38,197 | $3,158+1109.6% | $3,869+887.2% | $2,624+1355.5% |
| Participant deferral / active EE | $0 | $3,860-100.0% | $5,058-100.0% | $4,347-100.0% |
| Admin fee / account holder | $195 | $2,369-91.8% | $8,394-97.7% | $1,944-90.0% |