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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $65,842 |
Filed as: CERITY PARTNERS RETIREMENT PLAN ADV Service code 27 · EIN 35-2467663 | Advisory (Plan) | $48,087 |
Filed as: TRINITY PENSION CONSULTANTS INC Service code 49 · EIN 20-4548831 | Other Services | $18,178 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,516 | $55,437+93.9% | $155,534-30.9% | $74,459+44.4% |
| Participation rate | 83.5% | 61.9%+21.6pp | 78.2%+5.3pp | 67.2%+16.2pp |
| Annual return | 13.49% | 269.58%-256.1pp | 64.92%-51.4pp | 1369.70%-1356.2pp |
| Employer contribution / active EE | $5,579 | $2,266+146.2% | $4,675+19.3% | $2,626+112.4% |
| Participant deferral / active EE | $2,913 | $2,837+2.7% | $5,630-48.3% | $4,350-33.0% |
| Admin fee / account holder | $578 | $1,742-66.9% | $15,900-96.4% | $1,945-70.3% |