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| Provider | Service type | Compensation |
|---|---|---|
CERITY PARTNERS1 year Filed as: CERITY PARTNERS LLC Service code 27 · EIN 27-1180831 335 MADISON AVENUE, 23RD FLOOR · NEW YORK, NY 10017 | Advisory (Plan) | $130,818 |
CHARLES SCHWAB & CO., INC.4+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $1,074 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $46,984-100.0% | $319,010-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.0%-47.0pp | 5.6%-5.6pp |
| Annual return | -13.17% | -11.16%-2.0pp | 10.22%-23.4pp | 39.82%-53.0pp |
| Employer contribution / active EE | $101,019 | $48,316+109.1% | $51,212+97.3% | $19,980+405.6% |
| Participant deferral / active EE | $0 | $250-100.0% | $129-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $10,810-100.0% | $62-100.0% |