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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 | $83,575-47.0% | $66,439-33.4% | $65,191-32.1% |
| Participation rate | 47.4% | 71.6%-24.2pp | 74.5%-27.1pp | 63.0%-15.6pp |
| Annual return | 14.56% | 12.38%+2.2pp | 757.66%-743.1pp | 51.24%-36.7pp |
| Employer contribution / active EE | $741 | $2,903-74.5% | $2,637-71.9% | $2,400-69.1% |
| Participant deferral / active EE | $2,623 | $3,365-22.1% | $3,876-32.3% | $2,671-1.8% |
| Admin fee / account holder | $188 | $234-19.8% | $6,173-97.0% | $907-79.3% |