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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 | $81,358+181.3% | $155,556+47.1% | $80,959+182.7% |
| Participation rate | 98.9% | 66.3%+32.6pp | 78.2%+20.7pp | 67.7%+31.2pp |
| Annual return | 12.64% | 33.39%-20.7pp | 64.84%-52.2pp | 35.67%-23.0pp |
| Employer contribution / active EE | $12,839 | $3,106+313.3% | $4,675+174.6% | $2,757+365.6% |
| Participant deferral / active EE | $7,804 | $3,455+125.9% | $5,631+38.6% | $4,300+81.5% |
| Admin fee / account holder | $85 | $7,994-98.9% | $15,885-99.5% | $6,925-98.8% |