| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $68,952 |
Filed as: MERRILL LYNCH Service code 17 · EIN 13-5674085 | Pension Consulting | $34,852 |
DEFINITI LLC2 years Filed as: DEFINITI, LLC Service code 49 · EIN 85-0833363 | Other Services | $10,600 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,682 | $46,339+173.4% | $143,801-11.9% | $64,829+95.4% |
| Participation rate | 100.0% | 64.3%+35.7pp | 80.3%+19.7pp | 71.5%+28.5pp |
| Annual return | -14.48% | -10.05%-4.4pp | -0.04%-14.4pp | 32.85%-47.3pp |
| Employer contribution / active EE | $4,895 | $1,911+156.1% | $4,952-1.2% | $2,507+95.2% |
| Participant deferral / active EE | $6,411 | $2,648+142.1% | $5,639+13.7% | $4,312+48.7% |
| Admin fee / account holder | $452 | $154+194.0% | $14,680-96.9% | $188+140.8% |