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| Provider | Service type | Compensation |
|---|---|---|
VENTURA4 years Filed as: VENTURA ESOP FIDUCIARY SERVICES Service code 24 · EIN 82-2898965 | Discretionary Trustee | $41,027 |
Employer contribution per participant 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 | $71,228 | $83,090-14.3% | $130,062-45.2% | $71,529-0.4% |
| Participation rate | 93.1% | 74.1%+19.0pp | 78.5%+14.6pp | 67.9%+25.2pp |
| Annual return | 22.14% | 20.61%+1.5pp | -137.37%+159.5pp | 28.97%-6.8pp |
| Employer contribution / active EE | $100 | $2,624-96.2% | $4,322-97.7% | $2,590-96.1% |
| Participant deferral / active EE | $0 | $4,436-100.0% | $5,821-100.0% | $4,291-100.0% |
| Admin fee / account holder | $136 | $1,727-92.1% | $10,601-98.7% | $1,588-91.4% |