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 13 · EIN 42-0127290 | Contract Administrator | $45,667 |
CERITY PARTNERS1 year Filed as: CERITY PARTNERS LLC Service code 27 · EIN 27-1180831 | Advisory (Plan) | $28,621 |
CERITY PARTNERS1 year Filed as: CERITY PARTNERS RETIREME Service code 27 · EIN 35-2467663 | Advisory (Plan) | $9,540 |
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 | $135,862 | $71,873+89.0% | $86,698+56.7% | $68,490+98.4% |
| Participation rate | 97.9% | 72.2%+25.7pp | 76.6%+21.3pp | 67.9%+30.0pp |
| Annual return | -12.58% | 3.54%-16.1pp | 35.96%-48.5pp | -7.85%-4.7pp |
| Employer contribution / active EE | $3,144 | $2,173+44.7% | $2,837+10.8% | $2,597+21.1% |
| Participant deferral / active EE | $10,384 | $3,779+174.8% | $4,656+123.0% | $4,028+157.8% |
| Admin fee / account holder | $449 | $6,110-92.7% | $7,492-94.0% | $5,403-91.7% |