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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MORRIS & WELLS WEALTH MANAGEMENT Service code 28 · EIN 26-3820649 | Investment Management | $105,930 |
CERITY PARTNERS3 years Service code 28 · EIN 27-1180831 | Investment Management | $53,328 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $318,682 | $55,446+474.8% | $155,574+104.8% | $74,429+328.2% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 8.81% | 269.20%-260.4pp | 64.87%-56.1pp | 1368.38%-1359.6pp |
| Employer contribution / active EE | $17,358 | $2,266+666.0% | $4,676+271.2% | $2,625+561.3% |
| Participant deferral / active EE | $0 | $2,836-100.0% | $5,629-100.0% | $4,348-100.0% |
| Admin fee / account holder | $1,060 | $1,743-39.2% | $15,914-93.3% | $1,944-45.5% |