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| Provider | Service type | Compensation |
|---|---|---|
VENTURA1 year Filed as: VENTURA ESOP FIDUCIARY SERVICES Service code 21 · EIN 82-2898965 | Bank Trustee | $20,000 |
PENDO ADVISORS3+ years Filed as: PENDO ADVISORS, INC. Service code 34 200 S. WACKER DRIVE, SUITE 3100 · CHICAGO, IL 60606 | Valuation (appraisals, etc.) | $17,093 |
ASCENSUS LLC1 year Filed as: FUTUREPLAN Service code 64 · EIN 82-3719843 | Recordkeeping Fees | $7,630 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,286 | $81,494-45.7% | $133,978-66.9% | $73,497-39.7% |
| Participation rate | 100.0% | 76.4%+23.6pp | 79.8%+20.2pp | 70.7%+29.3pp |
| Annual return | 5.60% | 19.40%-13.8pp | 45.10%-39.5pp | 28.51%-22.9pp |
| Employer contribution / active EE | $1,249 | $2,210-43.5% | $3,919-68.1% | $2,270-45.0% |
| Participant deferral / active EE | $0 | $3,787-100.0% | $5,047-100.0% | $3,740-100.0% |
| Admin fee / account holder | $152 | $713-78.7% | $8,930-98.3% | $513-70.4% |