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| Provider | Service type | Compensation |
|---|---|---|
NORTHWEST BANK9 years Service code 15 · EIN 24-6402875 | Recordkeeping | $60,101 |
DEFINITI LLC3 years Service code 13 2201 TIMBERLOCH PLACE, SUITE 150 · THE WOODLANDS, TX 77380 | Contract Administrator | $27,069 |
Filed as: TRONCONI SEGARRA & ASSOCIATES LLP Service code 10 · EIN 04-3728817 | Accounting | $14,955 |
Filed as: LIPSITZ GEEN SCIME CAMBRIA LLP Service code 29 · EIN 16-0905097 | Legal | $5,645 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $38,893 | $98,273-60.4% | $150,734-74.2% | $85,660-54.6% |
| Participation rate | 46.9% | 84.0%-37.1pp | 78.4%-31.6pp | 74.8%-28.0pp |
| Annual return | 7.35% | 7.62%-0.3pp | 600.81%-593.5pp | 19.52%-12.2pp |
| Employer contribution / active EE | $916 | $5,764-84.1% | $4,918-81.4% | $4,199-78.2% |
| Participant deferral / active EE | $0 | $1,439-100.0% | $5,610-100.0% | $3,518-100.0% |
| Admin fee / account holder | $287 | $226+27.2% | $14,905-98.1% | $224+28.2% |