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| Provider | Service type | Compensation |
|---|---|---|
DEFINITI LLC2 years Filed as: DEFINITI, LLC Service code 49 2201 TIMBERLOCH PLACE · THE WOODLANDS, TX 77380 | Other Services | $15,983 |
MORNINGSTAR8+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $7,485 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
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 | $399,445 | $93,617+326.7% | $135,982+193.7% | $75,177+431.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 15.36% | 30.89%-15.5pp | 68.32%-53.0pp | 160.75%-145.4pp |
| Employer contribution / active EE | $9,756 | $3,538+175.7% | $4,859+100.8% | $2,671+265.2% |
| Participant deferral / active EE | $16,093 | $6,406+151.2% | $7,760+107.4% | $4,126+290.0% |
| Admin fee / account holder | $69 | $6,980-99.0% | $10,767-99.4% | $5,651-98.8% |