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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $200,306 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $125,559 |
DEFINITI LLC2 years Filed as: DEFINITI, LLC Service code 13 · EIN 85-0833363 | Contract Administrator | $25,073 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $156,509 | $106,247+47.3% | $147,096+6.4% | $77,714+101.4% |
| Participation rate | 97.7% | 78.4%+19.3pp | 82.2%+15.5pp | 70.6%+27.1pp |
| Annual return | 14.35% | 56.87%-42.5pp | 419.75%-405.4pp | 31.26%-16.9pp |
| Employer contribution / active EE | $10,905 | $4,069+168.0% | $4,936+120.9% | $2,727+299.9% |
| Participant deferral / active EE | $10,107 | $7,996+26.4% | $8,071+25.2% | $4,649+117.4% |
| Admin fee / account holder | $332 | $338-1.9% | $13,005-97.4% | $433-23.4% |