Filed December 28, 2011
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 26 · EIN 71-0294708 | Advisory (Participants) | $81,235 |
CERITY PARTNERS1 year Filed as: CERITY PARTNERS RETIREMENT SERVI Service code 99 · EIN 22-2000222 | Other Fees | $20,490 |
CERITY PARTNERS1 year Service code 99 · EIN 11-1000111 | Other Fees | $6,830 |
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.
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 | $123,590 | $73,638+67.8% | $95,964+28.8% | $73,497+68.2% |
| Participation rate | 96.4% | 76.2%+20.3pp | 77.1%+19.3pp | 70.7%+25.7pp |
| Annual return | 11.02% | 16.78%-5.8pp | 91.64%-80.6pp | 28.51%-17.5pp |
| Employer contribution / active EE | $369 | $1,863-80.2% | $2,541-85.5% | $2,270-83.7% |
| Participant deferral / active EE | $4,624 | $3,617+27.8% | $4,167+11.0% | $3,740+23.6% |
| Admin fee / account holder | $533 | $482+10.7% | $6,797-92.2% | $513+4.0% |