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| Provider | Service type | Compensation |
|---|---|---|
CERITY PARTNERS3 years Service code 28 · EIN 27-1180831 | Investment Management | $61,792 |
Filed as: MORRIS & WELLS WEALTH MANAGEMENT Service code 28 · EIN 26-3820649 | Investment Management | $60,447 |
FINANCIAL SECURITY ADVISORY, INC.10+ years Service code 28 · EIN 54-1832175 | Investment Management | $11,961 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $307,329 | $55,446+454.3% | $155,574+97.5% | $74,429+312.9% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 11.37% | 269.20%-257.8pp | 64.87%-53.5pp | 1368.38%-1357.0pp |
| Employer contribution / active EE | $7,202 | $2,266+217.8% | $4,676+54.0% | $2,625+174.4% |
| Participant deferral / active EE | $17,657 | $2,836+522.6% | $5,629+213.7% | $4,348+306.1% |
| Admin fee / account holder | $835 | $1,743-52.1% | $15,914-94.8% | $1,944-57.0% |