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| Provider | Service type | Compensation |
|---|---|---|
DEFINITI LLC5 years Service code 13 · EIN 85-0833363 2201 TIMBERLOCK PL, SUITE 150 · THE WOODLANDS, TX 77380 | Contract Administrator | $10,763 |
JOHN HANCOCK LIFE INSURANCE COMPANY11+ years Service code 15 · EIN 01-0233346 RETIREMENT PLAN SERVICES, ET9 · BUFFALO, NY 142010600 | Recordkeeping | $3,850 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,618 | $83,369-71.7% | $105,223-77.6% | $67,986-65.3% |
| Participation rate | 59.5% | 56.3%+3.2pp | 75.0%-15.5pp | 57.2%+2.3pp |
| Annual return | 12.11% | 24.64%-12.5pp | 180.65%-168.5pp | 31.67%-19.6pp |
| Employer contribution / active EE | $1,506 | $2,541-40.7% | $3,689-59.2% | $2,019-25.4% |
| Participant deferral / active EE | $1,701 | $3,295-48.4% | $5,072-66.5% | $3,358-49.3% |
| Admin fee / account holder | $208 | $4,073-94.9% | $8,859-97.7% | $3,203-93.5% |