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| Provider | Service type | Compensation |
|---|---|---|
DEFINITI LLC4 years Filed as: DEFINITI Service code 15 · EIN 85-0833363 2201 TIMBERLOCH PLACE · THE WOODLANDS, TX 77380 | Recordkeeping | $37,833 |
Service code 26 · EIN 74-2868680 1505 WEDGEFIELD CIR · NAPERVILLE, IL 60563 | Advisory (Participants) | $19,979 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,059 | $81,460-36.1% | $103,333-49.6% | $80,856-35.6% |
| Participation rate | 72.4% | 66.8%+5.6pp | 74.5%-2.1pp | 67.6%+4.8pp |
| Annual return | 10.10% | 25.55%-15.5pp | 24.88%-14.8pp | 35.59%-25.5pp |
| Employer contribution / active EE | $2,838 | $3,105-8.6% | $3,868-26.6% | $2,755+3.0% |
| Participant deferral / active EE | $4,994 | $3,869+29.1% | $5,057-1.2% | $4,296+16.3% |
| Admin fee / account holder | $391 | $6,566-94.0% | $8,355-95.3% | $6,918-94.4% |