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| Provider | Service type | Compensation |
|---|---|---|
CERITY PARTNERS3 years Filed as: CERITY PARTNERS LLC Service code 27 · EIN 27-1180831 335 MADISON AVENUE, 23RD FLOOR · NEW YORK, NY 10017 | Advisory (Plan) | $203,166 |
CHARLES SCHWAB & CO., INC.6+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $2,278 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,520-100.0% | $310,574-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 57.3%-57.3pp | 2.1%-2.1pp |
| Annual return | 9.47% | 6.37%+3.1pp | 8.04%+1.4pp | 7.65%+1.8pp |
| Employer contribution / active EE | $84,510 | $48,951+72.6% | $42,693+97.9% | $20,582+310.6% |
| Participant deferral / active EE | $0 | $3,958-100.0% | $66-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $8,889-100.0% | $193-100.0% |