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| Provider | Service type | Compensation |
|---|---|---|
DEFINITI LLC1 year Filed as: DEFINITI, LLC Service code 49 · EIN 71-0294708 | Other Services | $0 |
MORNINGSTAR1 year Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
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.
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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,307 | $39,286-68.7% | $80,741-84.8% | $79,393-84.5% |
| Participation rate | 6.1% | 41.0%-34.8pp | 54.2%-48.0pp | 70.7%-64.6pp |
| Annual return | 10.20% | 98.95%-88.7pp | 87.30%-77.1pp | 116.87%-106.7pp |
| Employer contribution / active EE | $0 | $594-100.0% | $1,160-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $220 | $1,264-82.6% | $2,145-89.7% | $4,046-94.6% |
| Admin fee / account holder | $106 | $647-83.7% | $3,380-96.9% | $627-83.2% |