Filed February 4, 2020
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CERITY PARTNERS RETIREMENT PLAN Service code 27 · EIN 35-2467663 | Advisory (Plan) | $57,814 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $45,955 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,867 | $89,436-18.5% | $164,813-55.8% | $77,643-6.2% |
| Participation rate | 82.5% | 78.6%+3.9pp | 78.6%+3.9pp | 70.6%+11.9pp |
| Annual return | 15.08% | 28.83%-13.8pp | 69.93%-54.9pp | 31.24%-16.2pp |
| Employer contribution / active EE | $1,649 | $2,569-35.8% | $4,341-62.0% | $2,726-39.5% |
| Participant deferral / active EE | $5,277 | $4,897+7.8% | $6,031-12.5% | $4,647+13.6% |
| Admin fee / account holder | $329 | $339-3.2% | $12,690-97.4% | $430-23.6% |