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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 | $80,781-36.5% | $102,437-50.0% | $74,478-31.2% |
| Participation rate | 100.0% | 65.7%+34.3pp | 74.5%+25.5pp | 67.2%+32.8pp |
| Annual return | -55.62% | 27.58%-83.2pp | 24.95%-80.6pp | 1370.56%-1426.2pp |
| Employer contribution / active EE | $38,197 | $3,160+1108.8% | $3,871+886.8% | $2,626+1354.4% |
| Participant deferral / active EE | $0 | $3,862-100.0% | $5,060-100.0% | $4,350-100.0% |
| Admin fee / account holder | $195 | $2,372-91.8% | $8,388-97.7% | $1,946-90.0% |