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| Provider | Service type | Compensation |
|---|---|---|
SHADE TREE PARTNERS LLC2 years Filed as: SHADE TREE PARTNERS Service code 99 | Other Fees | $9,900 |
DEFINITI LLC3 years Service code 13 · EIN 85-0833363 | Contract Administrator | $5,809 |
SHADE TREE PARTNERS LLC6 years Service code 16 · EIN 27-0462027 | Consulting | $0 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,316 | $45,123-17.3% | $85,240-56.2% | $74,478-49.9% |
| Participation rate | 59.6% | 49.4%+10.3pp | 67.5%-7.9pp | 67.2%-7.6pp |
| Annual return | 8.92% | 26.32%-17.4pp | 66.75%-57.8pp | 1370.56%-1361.6pp |
| Employer contribution / active EE | $571 | $1,459-60.9% | $2,735-79.1% | $2,626-78.3% |
| Participant deferral / active EE | $2,114 | $2,736-22.7% | $4,527-53.3% | $4,350-51.4% |
| Admin fee / account holder | $1,185 | $2,215-46.5% | $6,165-80.8% | $1,946-39.1% |