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| Provider | Service type | Compensation |
|---|---|---|
PENDO ADVISORS1 year Filed as: PENDO ADVISORS LLC Service code 34 200 S. WACKER DR SUITE 3100 · CHICAGO, IL 60606 | Valuation (appraisals, etc.); Direct ... | $15,500 |
Filed as: THE MGM GROUP, INC Service code 20 1225 BELL ROAD STE A BOX 212 · CHAGRIN FALLS, OH 44022 | Direct payment from the plan; Trustee... | $7,057 |
Filed as: PRINCIPAL Service code 15 711 HIGH STREET · DES MOINES, IA 50392 | Recordkeeping | $5,500 |
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 | $42,294 | $46,688-9.4% | $189,758-77.7% | $69,733-39.3% |
| Participation rate | 95.4% | 61.7%+33.7pp | 79.8%+15.6pp | 62.5%+33.0pp |
| Annual return | -0.54% | 14.35%-14.9pp | 52.62%-53.2pp | 15.22%-15.8pp |
| Employer contribution / active EE | $4,258 | $1,695+151.2% | $4,767-10.7% | $2,250+89.2% |
| Participant deferral / active EE | $0 | $2,143-100.0% | $5,856-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $1,700-100.0% | $20,388-100.0% | $3,102-100.0% |