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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL Service code 13 · EIN 42-0127290 | Contract Administrator | $24,268 |
VENTURA5 years Filed as: VENTURA ESOP FIDUCIARY SERVICES Service code 25 · EIN 82-2898965 | Directed Trustee | $22,510 |
PENDO ADVISORS1 year Service code 34 · EIN 26-4836192 | Direct payment from the plan; Valuati... | $18,250 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,018 | $89,465-18.4% | $165,100-55.8% | $77,762-6.1% |
| Participation rate | 94.5% | 78.6%+15.8pp | 78.6%+15.9pp | 70.6%+23.9pp |
| Annual return | 24.49% | 28.86%-4.4pp | 70.21%-45.7pp | 31.27%-6.8pp |
| Employer contribution / active EE | $0 | $2,565-100.0% | $4,348-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $0 | $4,904-100.0% | $6,035-100.0% | $4,651-100.0% |
| Admin fee / account holder | $229 | $340-32.5% | $12,696-98.2% | $433-47.0% |