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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 | $36,904+38.2% | $158,223-67.8% | $65,191-21.8% |
| Participation rate | 97.3% | 62.1%+35.2pp | 79.2%+18.1pp | 63.0%+34.3pp |
| Annual return | 12.73% | 24.43%-11.7pp | 52.09%-39.4pp | 51.24%-38.5pp |
| Employer contribution / active EE | $2,020 | $1,489+35.6% | $4,109-50.8% | $2,400-15.8% |
| Participant deferral / active EE | $4,120 | $1,936+112.8% | $5,467-24.6% | $2,671+54.2% |
| Admin fee / account holder | $230 | $793-71.0% | $16,047-98.6% | $907-74.6% |