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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $8,871 |
CERITY PARTNERS1 year Filed as: CERITY PARTNERS RETIREMENT Service code 16 · EIN 35-2467663 | Consulting | $5,982 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,013 | $79,700+11.7% | $153,643-42.1% | $74,459+19.5% |
| Participation rate | 90.0% | 69.8%+20.2pp | 77.1%+12.9pp | 67.2%+22.8pp |
| Annual return | 15.15% | 15.07%+0.1pp | 15.71%-0.6pp | 1369.70%-1354.6pp |
| Employer contribution / active EE | $3,497 | $4,016-12.9% | $5,039-30.6% | $2,626+33.2% |
| Participant deferral / active EE | $4,242 | $5,315-20.2% | $6,754-37.2% | $4,350-2.5% |
| Admin fee / account holder | $98 | $1,790-94.5% | $12,739-99.2% | $1,945-94.9% |