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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Recordkeeping fees; Investment manage... | $59,333 |
Filed as: CERITY PARTNERS RETIREMENT PLAN Service code 16 · EIN 35-2467663 | Consulting | $20,600 |
VESTAL & WILER CPAS1 year Filed as: VESTAL & WILER CPA Service code 10 · EIN 59-3198021 | Accounting | $11,900 |
Filed as: BLUE PRAIRIE GROUP LLC Service code 16 · EIN 76-0701903 | Consulting | $10,534 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $281,421 | $89,652+213.9% | $141,197+99.3% | $65,186+331.7% |
| Participation rate | 99.4% | 74.7%+24.7pp | 82.5%+16.9pp | 70.2%+29.2pp |
| Annual return | 21.44% | 32.79%-11.4pp | 71.41%-50.0pp | 29.39%-7.9pp |
| Employer contribution / active EE | $9,127 | $3,065+197.8% | $4,736+92.7% | $2,177+319.3% |
| Participant deferral / active EE | $10,697 | $5,691+88.0% | $6,710+59.4% | $3,514+204.4% |
| Admin fee / account holder | $462 | $569-18.7% | $10,265-95.5% | $847-45.4% |