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| Provider | Service type | Compensation |
|---|---|---|
CERITY PARTNERS2 years Service code 28 · EIN 27-1180831 | Investment Management | $53,254 |
Filed as: MORRIS & WELLS WEALTH MANAGEMENT Service code 28 · EIN 26-3820649 | Investment Management | $45,854 |
Service code 28 · EIN 54-1832175 | Investment Management | $10,900 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $270,963 | $61,356+341.6% | $149,696+81.0% | $71,511+278.9% |
| Participation rate | 100.0% | 62.5%+37.5pp | 78.8%+21.2pp | 67.9%+32.1pp |
| Annual return | 20.69% | 35.86%-15.2pp | 134.46%-113.8pp | 28.86%-8.2pp |
| Employer contribution / active EE | $6,300 | $2,382+164.5% | $4,821+30.7% | $2,589+143.3% |
| Participant deferral / active EE | $15,371 | $2,920+426.5% | $5,682+170.5% | $4,291+258.3% |
| Admin fee / account holder | $634 | $1,263-49.8% | $13,212-95.2% | $1,588-60.1% |