Filed March 24, 2025
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CERITY PARTNERS RETIREMENT PLAN Service code 27 · EIN 35-2467663 | Advisory (Plan) | $80,931 |
Service code 37 · EIN 04-2647786 | Loan Processing | $43,130 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,943 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,527 | $88,890+49.1% | $102,423+29.4% | $77,643+70.7% |
| Participation rate | 94.3% | 80.9%+13.4pp | 76.5%+17.9pp | 70.6%+23.8pp |
| Annual return | 14.76% | 24.98%-10.2pp | 29.32%-14.6pp | 31.24%-16.5pp |
| Employer contribution / active EE | $4,531 | $2,698+68.0% | $3,023+49.9% | $2,726+66.2% |
| Participant deferral / active EE | $8,214 | $5,145+59.6% | $5,053+62.6% | $4,647+76.8% |
| Admin fee / account holder | $353 | $235+50.0% | $9,451-96.3% | $430-18.0% |