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| Provider | Service type | Compensation |
|---|---|---|
Filed as: UBS Service code 28 · EIN 75-3091289 | Investment Management | $70,979 |
VENTURA1 year Filed as: VENTURA TRUST COMPANY Service code 21 · EIN 82-2898965 | Bank Trustee | $48,620 |
Filed as: PRINCIPAL FINANCIAL GROUP Service code 14 · EIN 42-1520346 | Plan Administrator | $46,590 |
MY GROUP LLC4 years Filed as: SC&H GROUP INC Service code 34 · EIN 20-5991824 | Direct payment from the plan; Valuati... | $18,500 |
Filed as: MASPERGER PATTERSON & MCMULLIN, PLC Service code 10 · EIN 86-0751928 | Accounting | $9,525 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $252,010 | $83,023+203.5% | $102,437+146.0% | $77,762+224.1% |
| Participation rate | 99.3% | 71.5%+27.7pp | 74.5%+24.8pp | 70.6%+28.7pp |
| Annual return | 53.47% | 19.12%+34.4pp | 24.95%+28.5pp | 31.27%+22.2pp |
| Employer contribution / active EE | $13,728 | $3,552+286.4% | $3,871+254.7% | $2,728+403.2% |
| Participant deferral / active EE | $0 | $4,110-100.0% | $5,060-100.0% | $4,651-100.0% |
| Admin fee / account holder | $189 | $639-70.4% | $8,388-97.7% | $433-56.3% |