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| Provider | Service type | Compensation |
|---|---|---|
CERITY PARTNERS1 year Filed as: CERITY PARTNERS RPA LLC Service code 27 · EIN 35-2467663 | Advisory (Plan) | $20,724 |
Service code 37 · EIN 04-2647786 | Loan Processing | $512 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $225,678 | $104,475+116.0% | $159,436+41.5% | $79,386+184.3% |
| Participation rate | 45.4% | 76.6%-31.2pp | 82.8%-37.4pp | 70.7%-25.3pp |
| Annual return | 13.03% | 67.95%-54.9pp | 263.57%-250.5pp | 116.85%-103.8pp |
| Employer contribution / active EE | $1,458 | $3,417-57.3% | $4,829-69.8% | $2,427-40.0% |
| Participant deferral / active EE | $2,894 | $6,467-55.3% | $7,352-60.6% | $4,046-28.5% |
| Admin fee / account holder | $330 | $711-53.6% | $10,799-96.9% | $626-47.3% |