Filed August 10, 2016 (most recent of 4 filings on file)
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 37 · EIN 04-2647786 | Loan Processing | $62,830 |
Filed as: CERITY PARTNERS RETIREMENT PLAN Service code 27 · EIN 35-2467663 | Advisory (Plan) | $37,500 |
MCDERMOTT WILL & EMERY LLP5 years Service code 29 · EIN 36-1453176 | Legal | $34,284 |
KPMG LLP5 years Service code 10 · EIN 13-5565207 | Accounting | $28,700 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $312,436 | $63,768+390.0% | $98,483+217.2% | $79,391+293.5% |
| Participation rate | 100.0% | 69.9%+30.1pp | 73.3%+26.7pp | 70.7%+29.3pp |
| Annual return | 15.13% | 626.18%-611.0pp | 1494.38%-1479.3pp | 116.88%-101.8pp |
| Employer contribution / active EE | $9,536 | $2,558+272.9% | $2,961+222.1% | $2,428+292.8% |
| Participant deferral / active EE | $11,607 | $3,305+251.2% | $4,276+171.4% | $4,046+186.9% |
| Admin fee / account holder | $585 | $516+13.5% | $5,953-90.2% | $627-6.6% |