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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 16-1450952 | Recordkeeping | $8,850 |
PENDO ADVISORS1 year Filed as: PENDO ADVISORS LLC Service code 34 · EIN 41-2016508 | Valuation (appraisals, etc.) | $6,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,229 | $63,768-90.2% | $98,483-93.7% | $79,391-92.2% |
| Participation rate | 100.0% | 69.9%+30.1pp | 73.3%+26.7pp | 70.7%+29.3pp |
| Annual return | -10.04% | 626.18%-636.2pp | 1494.38%-1504.4pp | 116.88%-126.9pp |
| Employer contribution / active EE | $2,070 | $2,558-19.1% | $2,961-30.1% | $2,428-14.7% |
| Participant deferral / active EE | $0 | $3,305-100.0% | $4,276-100.0% | $4,046-100.0% |
| Admin fee / account holder | $87 | $516-83.2% | $5,953-98.5% | $627-86.1% |