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| Provider | Service type | Compensation |
|---|---|---|
VENTURA5 years Service code 25 · EIN 82-2898965 | Directed Trustee | $27,000 |
FORVIS, LLP1 year Filed as: FORVIS AUDIT Service code 10 · EIN 44-1060260 | Accounting | $20,453 |
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,074 | $160,070-53.1% | $147,117-49.0% | $145,897-48.5% |
| Participation rate | 0.0% | 84.0%-84.0pp | 82.2%-82.2pp | 80.3%-80.3pp |
| Annual return | 1.68% | 98.69%-97.0pp | 420.54%-418.9pp | 552.29%-550.6pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $0 | $8,419-100.0% | $8,065-100.0% | $6,689-100.0% |
| Admin fee / account holder | $138 | $15,035-99.1% | $12,993-98.9% | $13,390-99.0% |