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| Provider | Service type | Compensation |
|---|---|---|
DEFINITI LLC3 years Service code 13 · EIN 85-0833363 2201 TIMBERLOCK PL, SUITE 150 · THE WOODLANDS, TX 77380 | Contract Administrator | $26,045 |
Service code 15 · EIN 01-0233346 RETIREMENT PLAN SERVICES, ET9 · BUFFALO, NY 142010600 | Recordkeeping | $19,337 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $20,811 | $93,010-77.6% | $96,538-78.4% | $74,473-72.1% |
| Participation rate | 62.2% | 71.6%-9.3pp | 74.3%-12.1pp | 70.7%-8.5pp |
| Annual return | 14.20% | 37.50%-23.3pp | 35.74%-21.5pp | 34.36%-20.2pp |
| Employer contribution / active EE | $4,538 | $3,427+32.4% | $3,740+21.3% | $2,638+72.0% |
| Participant deferral / active EE | $1,276 | $3,971-67.9% | $4,880-73.8% | $4,530-71.8% |
| Admin fee / account holder | $284 | $633-55.2% | $6,737-95.8% | $347-18.2% |