Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $37,106 |
Filed as: CERITY PARTNERS RETIREMENT PLAN Service code 27 · EIN 35-2467663 | Advisory (Plan) | $6,880 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,083 | $82,163-28.1% | $125,381-52.9% | $64,819-8.8% |
| Participation rate | 94.4% | 77.9%+16.5pp | 82.4%+12.0pp | 71.5%+23.0pp |
| Annual return | -17.32% | 3.49%-20.8pp | 572.31%-589.6pp | 32.84%-50.2pp |
| Employer contribution / active EE | $3,084 | $3,616-14.7% | $4,815-36.0% | $2,507+23.0% |
| Participant deferral / active EE | $9,337 | $7,175+30.1% | $7,448+25.4% | $4,311+116.6% |
| Admin fee / account holder | $135 | $163-17.2% | $10,007-98.6% | $188-28.0% |