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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $115,242 |
CERITY PARTNERS2 years Service code 99 · EIN 35-2467663 | Other Fees | $52,145 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,993 | $46,464+9.7% | $150,298-66.1% | $79,634-36.0% |
| Participation rate | 97.3% | 57.0%+40.4pp | 77.8%+19.6pp | 62.5%+34.8pp |
| Annual return | 12.73% | 27.89%-15.2pp | 62.79%-50.1pp | 36.46%-23.7pp |
| Employer contribution / active EE | $2,020 | $1,512+33.6% | $4,154-51.4% | $2,529-20.1% |
| Participant deferral / active EE | $4,120 | $2,157+91.0% | $5,453-24.4% | $3,835+7.5% |
| Admin fee / account holder | $230 | $891-74.2% | $14,116-98.4% | $1,002-77.0% |