Filed June 15, 2026
Total covered: 14 employees
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| Provider | Service type | Compensation |
|---|---|---|
CERITY PARTNERS1 year Filed as: CERITY PARTNERS RETIREME Service code 27 · EIN 35-2467663 | Advisory (Plan) | $21,691 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $13,918 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,737 | $86,655-27.6% | $119,608-47.5% | $66,930-6.3% |
| Participation rate | 63.9% | 75.6%-11.7pp | 79.3%-15.4pp | 69.8%-5.9pp |
| Annual return | -15.41% | -8.00%-7.4pp | -14.98%-0.4pp | 1.57%-17.0pp |
| Employer contribution / active EE | $0 | $2,536-100.0% | $4,232-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $3,386 | $4,358-22.3% | $5,601-39.5% | $4,238-20.1% |
| Admin fee / account holder | $424 | $755-43.8% | $10,326-95.9% | $593-28.6% |