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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Float revenue; Shareholder servicing ... | $54,813 |
Filed as: CERITY PARTNERS RETIREMENT PLAN Service code 16 · EIN 35-2467663 | Consulting | $48,954 |
REHMANN ROBSON3 years Filed as: REHMANN LLC Service code 10 · EIN 38-3567911 | Accounting | $15,300 |
NATIONAL FINANCIAL SERVICES7 years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $376,974 | $88,360+326.6% | $145,433+159.2% | $67,986+454.5% |
| Participation rate | 98.9% | 65.5%+33.4pp | 82.1%+16.8pp | 57.2%+41.7pp |
| Annual return | 16.42% | 63.15%-46.7pp | 66.58%-50.2pp | 31.67%-15.2pp |
| Employer contribution / active EE | $9,437 | $3,054+209.0% | $4,554+107.2% | $2,019+367.5% |
| Participant deferral / active EE | $13,049 | $5,932+120.0% | $7,897+65.2% | $3,358+288.6% |
| Admin fee / account holder | $443 | $3,313-86.6% | $13,129-96.6% | $3,203-86.2% |