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| Provider | Service type | Compensation |
|---|---|---|
DEFINITI LLC2 years Filed as: DEFINITI Service code 15 · EIN 85-0833363 2201 TIMBERLOCH PLACE · THE WOODLANDS, TX 77380 | Recordkeeping | $22,277 |
Service code 26 · EIN 74-2868680 1505 WEDGEFIELD CIR · NAPERVILLE, IL 60563 | Advisory (Participants) | $16,622 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,229 | $64,176-51.3% | $112,249-72.2% | $66,938-53.3% |
| Participation rate | 67.6% | 68.4%-0.8pp | 75.1%-7.4pp | 69.8%-2.2pp |
| Annual return | -18.51% | -13.80%-4.7pp | 27.48%-46.0pp | 1.58%-20.1pp |
| Employer contribution / active EE | $2,474 | $3,007-17.7% | $3,636-32.0% | $2,545-2.8% |
| Participant deferral / active EE | $3,424 | $3,694-7.3% | $4,729-27.6% | $4,238-19.2% |
| Admin fee / account holder | $229 | $626-63.3% | $6,412-96.4% | $594-61.3% |