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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 | Trustee (individual); Direct payment ... | $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 | $43,496-2.8% | $161,489-73.8% | $64,340-34.3% |
| Participation rate | 95.4% | 53.5%+41.9pp | 78.7%+16.7pp | 55.2%+40.2pp |
| Annual return | -0.54% | 20.76%-21.3pp | 89.72%-90.3pp | 24.14%-24.7pp |
| Employer contribution / active EE | $4,258 | $1,431+197.6% | $4,268-0.3% | $1,862+128.7% |
| Participant deferral / active EE | $0 | $1,996-100.0% | $5,630-100.0% | $2,980-100.0% |
| Admin fee / account holder | $0 | $2,330-100.0% | $16,006-100.0% | $3,703-100.0% |