Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,277 |
ADP BROKER-DEALER2 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
CETERA ADVISOR NETWORKS LLC2 years Filed as: CETERA ADVISOR NETWORKS Service code 49 701 4TH AVENUE SOUTH · MINNEAPOLIS, MN 55415 | Other Services | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $15,811 | $55,122-71.3% | $104,639-84.9% | $73,497-78.5% |
| Participation rate | 78.1% | 67.7%+10.4pp | 74.1%+4.1pp | 70.7%+7.5pp |
| Annual return | 14.48% | 24.77%-10.3pp | 340.67%-326.2pp | 28.51%-14.0pp |
| Employer contribution / active EE | $2,011 | $1,464+37.3% | $2,682-25.0% | $2,270-11.4% |
| Participant deferral / active EE | $2,048 | $2,919-29.8% | $3,738-45.2% | $3,740-45.2% |
| Admin fee / account holder | $16 | $423-96.2% | $6,465-99.7% | $513-96.8% |