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| Provider | Service type | Compensation |
|---|---|---|
DEFINITI LLC2 years Filed as: DEFINITI, LLC Service code 49 2201 TIMBERLOCH PLACE · THE WOODLANDS, TX 77380 | Other Services | $29,167 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 49 · EIN 71-0294708 | Other Services | $7,650 |
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 | $207,025 | $61,391+237.2% | $149,723+38.3% | $71,529+189.4% |
| Participation rate | 98.1% | 62.5%+35.6pp | 78.8%+19.3pp | 67.9%+30.2pp |
| Annual return | 16.49% | 35.88%-19.4pp | 134.50%-118.0pp | 28.97%-12.5pp |
| Employer contribution / active EE | $11,035 | $2,384+363.0% | $4,821+128.9% | $2,590+326.1% |
| Participant deferral / active EE | $6,316 | $2,921+116.2% | $5,682+11.1% | $4,291+47.2% |
| Admin fee / account holder | $44 | $1,264-96.5% | $13,215-99.7% | $1,588-97.2% |