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| Provider | Service type | Compensation |
|---|---|---|
CERITY PARTNERS4 years Filed as: CERITY PARTNERS RETIREMENT SERVICES Service code 27 · EIN 27-1180831 | Advisory (Plan) | $7,300 |
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 | $24,879 | $65,083-61.8% | $143,788-82.7% | $66,930-62.8% |
| Participation rate | 100.0% | 65.2%+34.8pp | 80.3%+19.7pp | 69.8%+30.2pp |
| Annual return | -12.95% | -11.13%-1.8pp | -0.03%-12.9pp | 1.57%-14.5pp |
| Employer contribution / active EE | $0 | $2,361-100.0% | $4,952-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $0 | $2,920-100.0% | $5,638-100.0% | $4,238-100.0% |
| Admin fee / account holder | $70 | $502-86.1% | $14,675-99.5% | $593-88.2% |