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| Provider | Service type | Compensation |
|---|---|---|
CERITY PARTNERS1 year Filed as: CERITY PARTNERS MANAGEMENT LLC Service code 27 · EIN 82-3417410 601 S FIRUEROA ST 2000 · LOS ANGELES, CA 900175783 | Advisory (Plan) | $14,901 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $352,581 | $88,186+299.8% | $165,071+113.6% | $74,459+373.5% |
| Participation rate | 97.7% | 73.1%+24.6pp | 78.6%+19.1pp | 67.2%+30.5pp |
| Annual return | 30.39% | 17.13%+13.3pp | 70.17%-39.8pp | 1369.70%-1339.3pp |
| Employer contribution / active EE | $14,980 | $2,600+476.1% | $4,347+244.6% | $2,626+470.5% |
| Participant deferral / active EE | $0 | $4,505-100.0% | $6,035-100.0% | $4,350-100.0% |
| Admin fee / account holder | $93 | $2,234-95.8% | $12,695-99.3% | $1,945-95.2% |