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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $55,094 |
DEFINITI LLC1+ years Filed as: DEFINITI, LLC Service code 31 · EIN 85-0833363 | Named fiduciary; Participant loan pro... | $23,336 |
HOLYFIELD & THOMAS LLC1+ years Service code 10 · EIN 65-1083521 | Accounting | $12,750 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BANK OF AMERICA NA Service code 27 · EIN 13-5674085 | Advisory (Plan) | $3,119 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,898 | $52,507-24.0% | $129,406-69.2% | $74,478-46.4% |
| Participation rate | 79.0% | 53.9%+25.1pp | 69.6%+9.4pp | 67.2%+11.8pp |
| Annual return | 15.60% | 15.64%0pp | 9468.18%-9452.6pp | 1370.56%-1355.0pp |
| Employer contribution / active EE | $1,892 | $1,534+23.3% | $4,155-54.5% | $2,626-27.9% |
| Participant deferral / active EE | $3,438 | $2,801+22.8% | $4,167-17.5% | $4,350-21.0% |
| Admin fee / account holder | $324 | $2,639-87.7% | $7,689-95.8% | $1,946-83.3% |