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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 | $36,002+41.6% | $161,489-68.4% | $64,728-21.2% |
| Participation rate | 97.3% | 57.4%+39.9pp | 78.7%+18.6pp | 57.9%+39.4pp |
| Annual return | 12.73% | 33.93%-21.2pp | 89.72%-77.0pp | 49.38%-36.6pp |
| Employer contribution / active EE | $2,020 | $1,380+46.4% | $4,268-52.7% | $2,243-9.9% |
| Participant deferral / active EE | $4,120 | $1,815+127.0% | $5,630-26.8% | $2,729+51.0% |
| Admin fee / account holder | $230 | $931-75.3% | $16,006-98.6% | $1,145-79.9% |