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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 | $160,040-53.1% | $147,096-49.0% | $145,877-48.5% |
| Participation rate | 0.0% | 84.0%-84.0pp | 82.2%-82.2pp | 80.3%-80.3pp |
| Annual return | 1.68% | 98.49%-96.8pp | 419.75%-418.1pp | 551.28%-549.6pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $0 | $8,429-100.0% | $8,071-100.0% | $6,691-100.0% |
| Admin fee / account holder | $138 | $15,050-99.1% | $13,005-98.9% | $13,402-99.0% |