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| Provider | Service type | Compensation |
|---|---|---|
Service code 99 · EIN 47-1411118 | Other Fees | $13,437 |
DEFINITI LLC1 year Filed as: DEFINITI, LLC Service code 49 | Other Services | $0 |
KENNETH RYAN5 years Filed as: THE KENNETH D. ANDERSON COMPANY INC Service code 49 · EIN 22-3693983 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $46,174 | $54,717-15.6% | $86,216-46.4% | $71,511-35.4% |
| Participation rate | 39.3% | 60.1%-20.8pp | 69.0%-29.7pp | 67.9%-28.7pp |
| Annual return | 11.12% | 20.07%-8.9pp | 1169.42%-1158.3pp | 28.86%-17.7pp |
| Employer contribution / active EE | $384 | $1,267-69.7% | $2,382-83.9% | $2,589-85.2% |
| Participant deferral / active EE | $2,261 | $3,110-27.3% | $3,986-43.3% | $4,291-47.3% |
| Admin fee / account holder | $364 | $1,922-81.1% | $6,853-94.7% | $1,588-77.1% |