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| Provider | Service type | Compensation |
|---|---|---|
DEFINITI LLC1 year Filed as: DEFINITI Service code 64 · EIN 85-0833363 | Recordkeeping Fees | $5,190 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,717 | $61,272-48.2% | $149,673-78.8% | $71,457-55.6% |
| Participation rate | 43.5% | 62.5%-19.0pp | 78.8%-35.2pp | 67.9%-24.4pp |
| Annual return | 8.55% | 35.85%-27.3pp | 134.42%-125.9pp | 28.85%-20.3pp |
| Employer contribution / active EE | $410 | $2,378-82.8% | $4,818-91.5% | $2,588-84.2% |
| Participant deferral / active EE | $1,168 | $2,917-60.0% | $5,680-79.4% | $4,289-72.8% |
| Admin fee / account holder | $49 | $1,261-96.1% | $13,210-99.6% | $1,587-96.9% |