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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Recordkeeping and information managem... | $66,875 |
Filed as: CERITY PARTNERS RETIREMENT PLAN Service code 16 · EIN 35-2467663 | Consulting | $47,528 |
REHMANN ROBSON2 years Filed as: REHMANN LLC Service code 10 · EIN 38-3567911 | Accounting | $15,500 |
NATIONAL FINANCIAL SERVICES6 years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $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 | $348,395 | $101,672+242.7% | $147,117+136.8% | $74,478+367.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 13.80% | 8757.83%-8744.0pp | 420.54%-406.7pp | 1370.56%-1356.8pp |
| Employer contribution / active EE | $9,586 | $3,813+151.4% | $4,932+94.3% | $2,626+265.0% |
| Participant deferral / active EE | $13,169 | $7,305+80.3% | $8,065+63.3% | $4,350+202.7% |
| Admin fee / account holder | $490 | $1,753-72.0% | $12,993-96.2% | $1,946-74.8% |