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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL Service code 14 · EIN 42-1520346 | Plan Administrator | $47,219 |
VENTURA1 year Service code 21 · EIN 82-3389477 | Bank Trustee | $42,000 |
MY GROUP LLC1 year Filed as: SC&H GROUP INC Service code 34 · EIN 20-5991824 | Valuation (appraisals, etc.); Direct ... | $15,000 |
MASPERGER1 year Service code 10 · EIN 86-0751928 | Accounting | $6,250 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,843 | $78,275+12.2% | $109,191-19.6% | $86,828+1.2% |
| Participation rate | 99.7% | 73.8%+25.8pp | 75.9%+23.8pp | 72.3%+27.4pp |
| Annual return | 8.06% | 19.14%-11.1pp | 25.76%-17.7pp | 97.95%-89.9pp |
| Employer contribution / active EE | $9,138 | $3,105+194.3% | $3,723+145.5% | $2,406+279.8% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,653-100.0% | $4,132-100.0% |
| Admin fee / account holder | $140 | $198-29.5% | $6,756-97.9% | $170-17.4% |