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| Provider | Service type | Compensation |
|---|---|---|
DEFINITI LLC3 years Filed as: DEFINITI, LLC Service code 49 3 HOLLAND ST. · ERIE, PA 16507 | Other Services | $20,572 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $13,650 |
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 | $228,837 | $81,233+181.7% | $155,567+47.1% | $80,874+183.0% |
| Participation rate | 98.9% | 66.2%+32.7pp | 78.2%+20.7pp | 67.6%+31.3pp |
| Annual return | 12.64% | 33.33%-20.7pp | 64.74%-52.1pp | 35.62%-23.0pp |
| Employer contribution / active EE | $12,839 | $3,101+314.0% | $4,674+174.7% | $2,756+365.9% |
| Participant deferral / active EE | $7,804 | $3,452+126.1% | $5,628+38.7% | $4,297+81.6% |
| Admin fee / account holder | $85 | $7,998-98.9% | $15,916-99.5% | $6,935-98.8% |