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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 | $55,423+454.5% | $155,602+97.5% | $74,400+313.1% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 11.37% | 269.07%-257.7pp | 64.81%-53.4pp | 1367.51%-1356.1pp |
| Employer contribution / active EE | $7,202 | $2,266+217.9% | $4,675+54.0% | $2,624+174.4% |
| Participant deferral / active EE | $17,657 | $2,835+522.9% | $5,629+213.7% | $4,348+306.1% |
| Admin fee / account holder | $835 | $1,744-52.1% | $15,923-94.8% | $1,944-57.0% |