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| Provider | Service type | Compensation |
|---|---|---|
DEFINITI LLC2 years Filed as: DEFINITI, LLC Service code 13 · EIN 85-0833363 2201 TIMBERLOCH PLACE · THE WOODLANDS, TX 77380 | Contract Administrator | $28,530 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $24,308 |
BENNETT THRASHER LLP2 years Service code 10 · EIN 58-1673613 RIVERWOOD 200 · ATLANTA, GA 30339 | Accounting | $15,608 |
Filed as: MERRILL LYNCH Service code 26 · EIN 13-5674085 150 N. COLLEGE ST. · CHARLOTTE, NC 28202 | Advisory (Participants) | $14,383 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,819 | $46,292-70.1% | $143,757-90.4% | $64,808-78.7% |
| Participation rate | 22.5% | 64.2%-41.7pp | 80.3%-57.8pp | 71.5%-49.0pp |
| Annual return | -21.46% | -10.05%-11.4pp | -0.04%-21.4pp | 32.82%-54.3pp |
| Employer contribution / active EE | $340 | $1,910-82.2% | $4,951-93.1% | $2,506-86.4% |
| Participant deferral / active EE | $660 | $2,646-75.1% | $5,637-88.3% | $4,310-84.7% |
| Admin fee / account holder | $414 | $154+169.4% | $14,673-97.2% | $188+120.6% |