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| Provider | Service type | Compensation |
|---|---|---|
CERITY PARTNERS1 year Filed as: CERITY PARTNERS RETIREMENT SERVICES Service code 27 · EIN 27-1180831 | Advisory (Plan) | $5,475 |
Filed as: PRUDENTIAL INSURANCE COMPANY OF AME Service code 72 | Other investment fees and expenses | $0 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,122 | $52,961-54.5% | $172,755-86.0% | $65,185-63.0% |
| Participation rate | 100.0% | 66.2%+33.8pp | 82.6%+17.4pp | 70.2%+29.8pp |
| Annual return | 19.57% | 30.12%-10.6pp | 802.94%-783.4pp | 29.38%-9.8pp |
| Employer contribution / active EE | $0 | $2,190-100.0% | $5,144-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $0 | $2,471-100.0% | $5,198-100.0% | $3,514-100.0% |
| Admin fee / account holder | $53 | $472-88.9% | $13,955-99.6% | $847-93.8% |