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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $86,002 |
DEFINITI LLC2 years Filed as: DEFINITI, LLC Service code 49 · EIN 85-0833363 3 HOLLAND STREET · ERIE, PA 16507 | Other Services | $9,690 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,305 | $122,219-70.3% | $147,096-75.3% | $199,921-81.8% |
| Participation rate | 51.7% | 78.3%-26.6pp | 82.2%-30.5pp | 72.0%-20.3pp |
| Annual return | 23.00% | 30.59%-7.6pp | 419.75%-396.7pp | 34.28%-11.3pp |
| Employer contribution / active EE | $631 | $4,096-84.6% | $4,936-87.2% | $3,035-79.2% |
| Participant deferral / active EE | $3,216 | $8,503-62.2% | $8,071-60.1% | $5,089-36.8% |
| Admin fee / account holder | $124 | $179-30.7% | $13,005-99.0% | $269-53.9% |