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| Provider | Service type | Compensation |
|---|---|---|
CERITY PARTNERS5 years Service code 17 11601 WILSHIRE BLVD, SUITE 440 · LOS ANGELES, CA 90025 | Pension Consulting | $78,879 |
CORRELL CO.9 years Service code 15 · EIN 36-3492086 | Recordkeeping | $28,283 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,254 | $86,795-49.0% | $67,681-34.6% | $64,728-31.6% |
| Participation rate | 47.4% | 71.7%-24.3pp | 73.7%-26.4pp | 57.9%-10.5pp |
| Annual return | 14.56% | 12.58%+2.0pp | 590.58%-576.0pp | 49.38%-34.8pp |
| Employer contribution / active EE | $741 | $2,837-73.9% | $2,678-72.3% | $2,243-67.0% |
| Participant deferral / active EE | $2,623 | $3,430-23.5% | $3,976-34.0% | $2,729-3.9% |
| Admin fee / account holder | $188 | $238-21.2% | $6,100-96.9% | $1,145-83.6% |