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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $32,063 |
DEFINITI LLC1 year Service code 13 · EIN 85-0833363 | Contract Administrator | $13,432 |
SHADE TREE PARTNERS LLC4 years Service code 16 · EIN 27-0462027 | Consulting | $8,189 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,310 | $37,440-88.5% | $77,081-94.4% | $66,930-93.6% |
| Participation rate | 84.7% | 52.9%+31.8pp | 67.9%+16.7pp | 69.8%+14.8pp |
| Annual return | -21.58% | -3.26%-18.3pp | 42.33%-63.9pp | 1.57%-23.2pp |
| Employer contribution / active EE | $1,086 | $1,534-29.2% | $2,813-61.4% | $2,545-57.3% |
| Participant deferral / active EE | $2,096 | $2,620-20.0% | $4,428-52.7% | $4,238-50.5% |
| Admin fee / account holder | $114 | $568-79.9% | $5,427-97.9% | $593-80.7% |