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| Provider | Service type | Compensation |
|---|---|---|
DEFINITI LLC1 year Filed as: DEFINITI, LLC Service code 13 · EIN 47-4066865 | Contract Administrator | $5,850 |
THE VANGUARD GROUP, INC.1 year Filed as: THE VANGUARD GROUP Service code 37 · EIN 23-1945930 | Loan Processing | $2,922 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,531 | $82,188-56.8% | $125,391-71.7% | $64,824-45.2% |
| Participation rate | 65.8% | 77.9%-12.1pp | 82.4%-16.6pp | 71.5%-5.7pp |
| Annual return | -14.52% | 3.50%-18.0pp | 572.41%-586.9pp | 32.84%-47.4pp |
| Employer contribution / active EE | $2,112 | $3,617-41.6% | $4,816-56.1% | $2,507-15.8% |
| Participant deferral / active EE | $6,800 | $7,177-5.3% | $7,448-8.7% | $4,311+57.7% |
| Admin fee / account holder | $7 | $163-95.6% | $10,009-99.9% | $188-96.1% |