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| Provider | Service type | Compensation |
|---|---|---|
DEFINITI LLC1 year Filed as: DEFINITI, LLC Service code 49 | Other Services | $0 |
KENNETH RYAN2 years Filed as: KENNETH D. ANDERSON CO., INC. Service code 49 | Other Services | $0 |
MORNINGSTAR2 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,353 | $61,391-63.6% | $149,723-85.1% | $71,529-68.7% |
| Participation rate | 63.8% | 62.5%+1.3pp | 78.8%-15.0pp | 67.9%-4.1pp |
| Annual return | 11.78% | 35.88%-24.1pp | 134.50%-122.7pp | 28.97%-17.2pp |
| Employer contribution / active EE | $892 | $2,384-62.6% | $4,821-81.5% | $2,590-65.6% |
| Participant deferral / active EE | $1,897 | $2,921-35.0% | $5,682-66.6% | $4,291-55.8% |
| Admin fee / account holder | $13 | $1,264-99.0% | $13,215-99.9% | $1,588-99.2% |