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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Float revenue; Participant communicat... | $63,991 |
Filed as: CERITY PARTNERS RETIREMENT PLAN Service code 16 · EIN 35-2467663 | Consulting | $46,144 |
REHMANN ROBSON1 year Filed as: REHMANN LLC Service code 10 · EIN 38-3567911 | Accounting | $12,300 |
NATIONAL FINANCIAL SERVICES5 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 | $308,152 | $91,474+236.9% | $135,982+126.6% | $71,529+330.8% |
| Participation rate | 100.0% | 75.7%+24.3pp | 81.9%+18.1pp | 67.9%+32.1pp |
| Annual return | 16.49% | 29.89%-13.4pp | 68.32%-51.8pp | 28.97%-12.5pp |
| Employer contribution / active EE | $9,579 | $3,705+158.5% | $4,859+97.1% | $2,590+269.9% |
| Participant deferral / active EE | $12,966 | $7,095+82.7% | $7,760+67.1% | $4,291+202.1% |
| Admin fee / account holder | $467 | $1,267-63.1% | $10,767-95.7% | $1,588-70.6% |