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| Provider | Service type | Compensation |
|---|---|---|
VENTURA3 years Service code 21 · EIN 82-3389477 | Bank Trustee | $48,169 |
Filed as: PRINCIPAL FINANCIAL GROUP Service code 14 · EIN 42-1520346 | Plan Administrator | $46,875 |
MY GROUP LLC1 year Filed as: SC&H GROUP INC. Service code 34 · EIN 20-5991824 | Valuation (appraisals, etc.); Direct ... | $17,500 |
Service code 10 · EIN 86-0751928 | Accounting | $8,825 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $171,237 | $93,010+84.1% | $96,543+77.4% | $74,478+129.9% |
| Participation rate | 99.4% | 71.6%+27.8pp | 74.3%+25.0pp | 70.7%+28.6pp |
| Annual return | 74.57% | 37.50%+37.1pp | 35.75%+38.8pp | 34.37%+40.2pp |
| Employer contribution / active EE | $17,799 | $3,427+419.3% | $3,741+375.8% | $2,637+575.0% |
| Participant deferral / active EE | $0 | $3,971-100.0% | $4,880-100.0% | $4,530-100.0% |
| Admin fee / account holder | $129 | $633-79.6% | $6,737-98.1% | $347-62.8% |