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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $36,903 |
CERITY PARTNERS1 year Service code 27 · EIN 35-2467663 | Advisory (Plan) | $17,183 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,552 | $66,813+55.0% | $100,530+3.0% | $73,493+40.9% |
| Participation rate | 95.2% | 77.5%+17.7pp | 79.4%+15.8pp | 70.7%+24.5pp |
| Annual return | 5.25% | 25.70%-20.4pp | 30.89%-25.6pp | 28.51%-23.3pp |
| Employer contribution / active EE | $0 | $2,147-100.0% | $3,418-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $6,740 | $5,883+14.6% | $6,271+7.5% | $3,740+80.2% |
| Admin fee / account holder | $300 | $512-41.3% | $8,083-96.3% | $513-41.4% |