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| Provider | Service type | Compensation |
|---|---|---|
DEFINITI LLC1 year Filed as: DEFINITI, LLC Service code 49 2201 TIMBERLOCH PLACE · THE WOODLANDS, TX 77380 | Other Services | $23,770 |
MORNINGSTAR7+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $7,434 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $345,563 | $82,678+318.0% | $125,391+175.6% | $68,490+404.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -19.58% | -5.97%-13.6pp | 572.41%-592.0pp | -7.85%-11.7pp |
| Employer contribution / active EE | $9,583 | $3,382+183.3% | $4,816+99.0% | $2,597+269.0% |
| Participant deferral / active EE | $13,239 | $6,111+116.6% | $7,448+77.8% | $4,028+228.7% |
| Admin fee / account holder | $52 | $6,277-99.2% | $10,009-99.5% | $5,403-99.0% |