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| Provider | Service type | Compensation |
|---|---|---|
VENTURA2 years Filed as: VENTURA ESOP FIDUCIARY SERVICES Service code 21 · EIN 82-2898965 | Bank Trustee | $20,600 |
PENDO ADVISORS4+ years Filed as: PENDO ADVISORS, INC. Service code 34 200 S. WACKER DRIVE, SUITE 3100 · CHICAGO, IL 60606 | Valuation (appraisals, etc.) | $20,000 |
ASCENSUS LLC2 years Filed as: FUTUREPLAN Service code 64 · EIN 82-3719843 | Recordkeeping Fees | $7,015 |
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 | $46,969 | $135,489-65.3% | $146,643-68.0% | - |
| Participation rate | 100.0% | 76.3%+23.7pp | 80.1%+19.9pp | - |
| Annual return | 19.08% | 13.52%+5.6pp | 22.75%-3.7pp | - |
| Employer contribution / active EE | $0 | $2,259-100.0% | $4,137-100.0% | - |
| Participant deferral / active EE | $0 | $3,661-100.0% | $5,506-100.0% | - |
| Admin fee / account holder | $144 | $5,216-97.2% | $10,280-98.6% | - |