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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 | $98,776-60.6% | $119,126-67.4% | $89,670-56.6% |
| Participation rate | 46.9% | 83.1%-36.2pp | 75.8%-28.9pp | 71.2%-24.3pp |
| Annual return | 7.35% | 9.25%-1.9pp | 282.11%-274.8pp | 19.66%-12.3pp |
| Employer contribution / active EE | $916 | $5,802-84.2% | $4,034-77.3% | $4,041-77.3% |
| Participant deferral / active EE | $0 | $1,748-100.0% | $5,318-100.0% | $3,962-100.0% |
| Admin fee / account holder | $287 | $230+24.5% | $10,693-97.3% | $352-18.4% |