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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 | $106,264+47.3% | $147,117+6.4% | $77,762+101.3% |
| Participation rate | 97.7% | 78.4%+19.3pp | 82.2%+15.5pp | 70.6%+27.1pp |
| Annual return | 14.35% | 56.94%-42.6pp | 420.54%-406.2pp | 31.27%-16.9pp |
| Employer contribution / active EE | $10,905 | $4,074+167.7% | $4,932+121.1% | $2,728+299.7% |
| Participant deferral / active EE | $10,107 | $8,003+26.3% | $8,065+25.3% | $4,651+117.3% |
| Admin fee / account holder | $332 | $334-0.7% | $12,993-97.4% | $433-23.3% |