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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MIRACLE MILE ADVISORS Service code 26 · EIN 20-8196553 | Advisory (Participants) | $23,486 |
DEFINITI LLC5 years Filed as: DEFINITI, LLC Service code 13 · EIN 85-0833363 2201 TIMBERLOCH PLACE · THE WOODLANDS, TX 77380 | Contract Administrator | $1,825 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $750 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $70,646 | $59,448+18.8% | $93,696-24.6% | $74,459-5.1% |
| Participation rate | 47.5% | 59.6%-12.1pp | 68.7%-21.2pp | 67.2%-19.7pp |
| Annual return | 14.15% | 82.11%-68.0pp | 133.74%-119.6pp | 1369.70%-1355.6pp |
| Employer contribution / active EE | $621 | $1,266-51.0% | $2,422-74.4% | $2,626-76.4% |
| Participant deferral / active EE | $3,739 | $3,052+22.5% | $4,417-15.3% | $4,350-14.0% |
| Admin fee / account holder | $195 | $3,027-93.6% | $8,287-97.6% | $1,945-90.0% |