Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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 | $41,016+3.1% | $152,093-72.2% | $64,097-34.0% |
| Participation rate | 95.4% | 51.3%+44.1pp | 77.8%+17.6pp | 55.2%+40.2pp |
| Annual return | -0.54% | 39.60%-40.1pp | 66.36%-66.9pp | 34.64%-35.2pp |
| Employer contribution / active EE | $4,258 | $1,342+217.2% | $4,175+2.0% | $1,891+125.1% |
| Participant deferral / active EE | $0 | $1,927-100.0% | $5,451-100.0% | $3,080-100.0% |
| Admin fee / account holder | $0 | $2,305-100.0% | $14,497-100.0% | $3,454-100.0% |