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| Provider | Service type | Compensation |
|---|---|---|
CERITY PARTNERS1 year Filed as: CERITY PARTNERS, LLC. Service code 26 · EIN 06-1050034 227 W. MONROE STREET · CHICAGO, IL 60606 | Advisory (Participants) | $57,007 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $32,874 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $452,985 | $122,042+271.2% | $184,260+145.8% | $74,459+508.4% |
| Participation rate | 96.9% | 85.5%+11.4pp | 86.8%+10.1pp | 67.2%+29.7pp |
| Annual return | 9.93% | 19.91%-10.0pp | 28.84%-18.9pp | 1369.70%-1359.8pp |
| Employer contribution / active EE | $8,937 | $4,537+97.0% | $6,427+39.0% | $2,626+240.3% |
| Participant deferral / active EE | $12,832 | $7,143+79.6% | $9,133+40.5% | $4,350+195.0% |
| Admin fee / account holder | $368 | $1,252-70.6% | $13,898-97.3% | $1,945-81.1% |