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| Provider | Service type | Compensation |
|---|---|---|
CERITY PARTNERS1 year Service code 17 11601 WILSHIRE BOULEVARD · LOS ANGELES, CA 90025 | Pension Consulting | $180,807 |
Service code 12 · EIN 84-1477138 | Participant loan processing; Particip... | $50,218 |
Filed as: CHARLES SCHWAB BANK Service code 18 · EIN 42-1558009 | Trustee (bank, trust company, or simi... | $22,195 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $55,829 | $87,173-36.0% | $59,899-6.8% | $75,289-25.8% |
| Participation rate | 57.4% | 74.5%-17.1pp | 74.7%-17.3pp | 72.4%-15.0pp |
| Annual return | -5.01% | -2.14%-2.9pp | 3.46%-8.5pp | -0.04%-5.0pp |
| Employer contribution / active EE | $1 | $3,473-100.0% | $2,723-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $4,050 | $3,379+19.9% | $3,402+19.0% | $3,739+8.3% |
| Admin fee / account holder | $248 | $75+231.4% | $3,592-93.1% | $102+142.2% |