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| Provider | Service type | Compensation |
|---|---|---|
DEFINITI LLC1 year Service code 13 2201 TIMBERLOCH PL STE 150 · THE WOODLANDS, TX 77380 | Contract Administrator | $7,772 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $2,066 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,044 | $55,122-2.0% | $104,625-48.3% | $73,493-26.5% |
| Participation rate | 68.5% | 67.7%+0.8pp | 74.1%-5.6pp | 70.7%-2.2pp |
| Annual return | 11.65% | 24.77%-13.1pp | 340.60%-328.9pp | 28.51%-16.9pp |
| Employer contribution / active EE | $684 | $1,464-53.3% | $2,681-74.5% | $2,270-69.9% |
| Participant deferral / active EE | $3,305 | $2,919+13.2% | $3,738-11.6% | $3,740-11.6% |
| Admin fee / account holder | $451 | $423+6.6% | $6,465-93.0% | $513-12.1% |