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| Provider | Service type | Compensation |
|---|---|---|
PENDO ADVISORS1+ years Service code 34 200 SOUTH WACKER DR · CHICAGO, IL 60606 | Direct payment from the plan; Valuati... | $13,991 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,741 | $54,320-37.9% | $67,652-50.1% | $52,331-35.5% |
| Participation rate | 100.0% | 73.6%+26.4pp | 75.7%+24.3pp | 68.1%+31.9pp |
| Annual return | -5.14% | 6.81%-11.9pp | 6625.40%-6630.5pp | 4.54%-9.7pp |
| Employer contribution / active EE | $615 | $1,544-60.1% | $2,266-72.8% | $1,882-67.3% |
| Participant deferral / active EE | $0 | $2,950-100.0% | $3,560-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $527-100.0% | $4,821-100.0% | $592-100.0% |